+2,856.4%
AVGO vs ON
+564.6%
+2,291.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.8% | -1.9% | +1.1% | -0.1% |
| 30D | -13.7% | -11.0% | -2.7% | -9.4% |
| 3M | -6.9% | -39.3% | +32.4% | +12.2% |
| 6M | +5.8% | +19.8% | -14.1% | -7.9% |
| YTD | +5.7% | +31.1% | -25.4% | -12.8% |
| 1Y | +9.0% | +46.0% | -37.0% | -15.4% |
| 3Y | +340.5% | -27.5% | +368.0% | +332.2% |
| 5Y | +711.1% | +56.9% | +654.2% | +409.0% |
| 10Y | +2,856.4% | +591.8% | +2,264.6% | +719.0% |
| All | +2,856.4% | +564.6% | +2,291.8% | +719.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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