+1,188.2%
AVGO vs OPEN
-70.7%
+1,258.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -3.0% | -4.3% | +1.3% | -2.6% |
| 30D | -14.4% | -16.2% | +1.8% | -13.2% |
| 3M | -14.4% | -36.4% | +21.9% | -11.3% |
| 6M | +13.1% | -35.5% | +48.6% | +16.7% |
| YTD | +3.8% | -46.0% | +49.8% | +8.2% |
| 1Y | +17.8% | -47.1% | +64.9% | +18.3% |
| 3Y | +325.3% | -19.0% | +344.3% | +262.7% |
| 5Y | +689.9% | -83.6% | +773.5% | +621.4% |
| All | +1,188.2% | -70.7% | +1,258.9% | +954.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling