+2,300.3%
AVGO vs QLD
+1,470.2%
+830.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.8% | +2.0% | +4.5% |
| 7D | -0.9% | -1.4% | +0.6% | +0.1% |
| 30D | -11.6% | -19.6% | +7.9% | +1.4% |
| 3M | -25.2% | -14.1% | -11.0% | -17.7% |
| 6M | -25.4% | -13.6% | -11.8% | -18.5% |
| YTD | -7.2% | +12.5% | -19.7% | -14.1% |
| 1Y | -7.9% | +13.1% | -21.0% | -14.7% |
| 3Y | +262.1% | +154.7% | +107.4% | +115.2% |
| 5Y | +525.7% | +81.1% | +444.6% | +317.2% |
| 10Y | +2,300.3% | +1,418.0% | +882.3% | +247.2% |
| All | +2,300.3% | +1,470.2% | +830.1% | +247.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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