+1,151.3%
AVGO vs OPEN
-88.9%
+1,240.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.6% | -1.1% | -4.4% |
| 7D | +18.2% | -15.0% | +33.2% | +19.7% |
| 30D | +0.2% | -40.2% | +40.4% | +4.3% |
| 3M | -16.8% | -67.4% | +50.6% | -8.7% |
| 6M | -16.5% | -74.0% | +57.6% | -6.9% |
| YTD | +0.8% | -79.6% | +80.4% | +13.9% |
| 1Y | +2.8% | -86.1% | +88.9% | +19.8% |
| 3Y | +278.5% | -41.4% | +319.9% | +226.0% |
| 5Y | +573.1% | -94.9% | +667.9% | +584.4% |
| All | +1,151.3% | -88.9% | +1,240.2% | +1,010.0% |
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