+2,475.6%
AVGO vs NOW
+480.8%
+1,994.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.1% | +7.0% | +5.0% |
| 7D | 0.0% | -8.7% | +8.7% | +3.4% |
| 30D | -8.2% | -29.3% | +21.1% | +1.8% |
| 3M | -21.3% | -21.8% | +0.6% | -17.1% |
| 6M | -22.5% | +9.2% | -31.8% | -31.1% |
| YTD | -3.6% | -35.0% | +31.4% | +3.7% |
| 1Y | -6.7% | -42.5% | +35.8% | +5.8% |
| 3Y | +258.1% | -21.5% | +279.7% | +246.2% |
| 5Y | +560.9% | -25.8% | +586.6% | +522.3% |
| 10Y | +2,475.6% | +506.3% | +1,969.3% | +918.1% |
| All | +2,475.6% | +480.8% | +1,994.8% | +918.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling