+31,416.6%
AVGO vs ON
+847.5%
+30,569.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.3% |
| 7D | -3.0% | +2.4% | -5.4% | -4.1% |
| 30D | -14.4% | -3.3% | -11.1% | -13.3% |
| 3M | -14.4% | -43.6% | +29.1% | +7.8% |
| 6M | +13.1% | +19.0% | -5.8% | -1.9% |
| YTD | +3.8% | +37.4% | -33.6% | -16.9% |
| 1Y | +17.8% | +54.8% | -37.0% | -11.9% |
| 3Y | +325.3% | -25.2% | +350.4% | +310.7% |
| 5Y | +689.9% | +62.7% | +627.2% | +377.9% |
| 10Y | +2,597.0% | +574.3% | +2,022.7% | +567.6% |
| All | +31,416.6% | +847.5% | +30,569.1% | +5,513.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling