+1,144.8%
AVGO vs OPEN
-87.3%
+1,232.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.2% | +3.6% |
| 7D | +6.1% | -31.1% | +37.1% | +9.4% |
| 30D | -2.7% | -34.7% | +32.0% | +0.6% |
| 3M | -16.9% | -61.9% | +45.0% | -10.0% |
| 6M | -19.1% | -71.9% | +52.7% | -10.5% |
| YTD | +0.3% | -76.6% | +76.9% | +12.0% |
| 1Y | -1.2% | -83.9% | +82.7% | +13.7% |
| 3Y | +272.4% | -34.4% | +306.8% | +218.0% |
| 5Y | +579.0% | -93.9% | +673.0% | +580.9% |
| All | +1,144.8% | -87.3% | +1,232.1% | +991.7% |
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