+1,213.9%
AVGO vs OPEN
-88.5%
+1,302.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -9.5% | +15.1% | +6.4% |
| 7D | +25.0% | -31.0% | +56.0% | +28.7% |
| 30D | +2.0% | -41.5% | +43.4% | +6.3% |
| 3M | -12.3% | -64.6% | +52.3% | -4.5% |
| 6M | -12.8% | -73.8% | +61.0% | -2.9% |
| YTD | +5.9% | -78.8% | +84.7% | +19.1% |
| 1Y | +3.3% | -86.8% | +90.2% | +20.9% |
| 3Y | +293.1% | -40.6% | +333.7% | +238.3% |
| 5Y | +606.7% | -94.7% | +701.4% | +616.2% |
| All | +1,213.9% | -88.5% | +1,302.4% | +1,061.5% |
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