+2,798.6%
AVGO vs ON
+557.7%
+2,240.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +25.0% | +17.0% | +8.0% | +16.7% |
| 30D | +2.0% | -3.9% | +5.8% | +3.9% |
| 3M | -12.3% | -11.5% | -0.8% | -8.2% |
| 6M | -12.8% | -29.2% | +16.4% | -3.2% |
| YTD | +5.9% | +36.2% | -30.3% | -14.7% |
| 1Y | +3.3% | +49.6% | -46.3% | -20.6% |
| 3Y | +293.1% | +9.4% | +283.7% | +222.7% |
| 5Y | +606.7% | +25.8% | +580.9% | +395.9% |
| All | +2,798.6% | +557.7% | +2,240.9% | +678.6% |
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