+31,416.6%
AVGO vs OMC
+294.2%
+31,122.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +1.3% |
| 7D | -3.0% | -6.4% | +3.5% | -0.2% |
| 30D | -14.4% | +1.1% | -15.5% | -15.2% |
| 3M | -14.4% | +10.4% | -24.8% | -19.5% |
| 6M | +13.1% | -1.7% | +14.8% | +11.8% |
| YTD | +3.8% | +4.4% | -0.7% | -2.0% |
| 1Y | +17.8% | +8.4% | +9.3% | +7.6% |
| 3Y | +325.3% | +14.4% | +310.9% | +268.1% |
| 5Y | +689.9% | +33.9% | +656.1% | +508.8% |
| 10Y | +2,597.0% | +34.9% | +2,562.2% | +1,810.3% |
| All | +31,416.6% | +294.2% | +31,122.4% | +9,925.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 all: compounded portfolio wealth divided by compounded OMC 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…
all analysis · Full analysis span regression · 6 months rolling