+1,052.0%
AVGO vs OPEN
-86.9%
+1,138.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +8.7% |
| 7D | -0.9% | -21.7% | +20.8% | +1.0% |
| 30D | -11.6% | -36.5% | +24.9% | -8.4% |
| 3M | -25.2% | -59.5% | +34.4% | -19.4% |
| 6M | -25.4% | -71.9% | +46.4% | -17.4% |
| YTD | -7.2% | -75.8% | +68.6% | +3.4% |
| 1Y | -7.9% | -78.5% | +70.6% | +3.2% |
| 3Y | +262.1% | -30.2% | +292.3% | +207.4% |
| 5Y | +525.7% | -93.3% | +619.0% | +520.6% |
| All | +1,052.0% | -86.9% | +1,138.9% | +907.8% |
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