+29,187.3%
AVGO vs ON
+786.8%
+28,400.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.6% |
| 7D | 0.0% | -4.1% | +4.1% | +2.1% |
| 30D | -8.2% | -10.2% | +2.0% | -3.4% |
| 3M | -21.3% | -12.7% | -8.5% | -16.9% |
| 6M | -22.5% | -32.5% | +10.0% | -11.7% |
| YTD | -3.6% | +28.6% | -32.1% | -21.0% |
| 1Y | -6.7% | +43.4% | -50.1% | -27.8% |
| 3Y | +258.1% | +3.3% | +254.8% | +199.0% |
| 5Y | +560.9% | +22.5% | +538.4% | +361.4% |
| 10Y | +2,475.6% | +535.7% | +1,939.9% | +551.5% |
| All | +29,187.3% | +786.8% | +28,400.6% | +5,236.7% |
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