+1,211.5%
AVGO vs OPEN
-72.1%
+1,283.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.9% |
| 7D | -0.8% | -2.9% | +2.1% | -0.5% |
| 30D | -13.7% | -13.8% | +0.1% | -12.7% |
| 3M | -6.9% | -30.9% | +23.9% | -4.2% |
| 6M | +5.8% | -40.9% | +46.7% | +10.0% |
| YTD | +5.7% | -48.5% | +54.2% | +10.6% |
| 1Y | +9.0% | -50.9% | +59.9% | +10.3% |
| 3Y | +340.5% | -20.6% | +361.1% | +276.0% |
| 5Y | +711.1% | -84.2% | +795.2% | +643.0% |
| All | +1,211.5% | -72.1% | +1,283.6% | +978.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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