+474.0%
AVGO vs OPEN
-93.8%
+567.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -21.8% | +22.5% | +2.7% |
| 7D | -9.9% | -22.2% | +12.3% | -8.2% |
| 30D | -22.0% | -38.3% | +16.3% | -19.0% |
| 3M | -30.0% | -59.4% | +29.3% | -24.8% |
| 6M | -30.7% | -74.4% | +43.6% | -22.8% |
| YTD | -14.7% | -76.0% | +61.3% | -5.1% |
| 1Y | -16.8% | -78.7% | +61.9% | -6.9% |
| 3Y | +244.4% | -30.0% | +274.4% | +190.5% |
| All | +474.0% | -93.8% | +567.8% | +511.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling