+4,788.1%
AVGO vs QSR
+211.0%
+4,577.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.3% | +3.9% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -13.8% | +5.9% | -19.8% | -16.1% |
| 3M | -6.9% | +10.5% | -17.4% | -11.4% |
| 6M | +11.9% | +7.7% | +4.2% | +7.3% |
| YTD | +6.9% | +16.8% | -9.9% | -1.4% |
| 1Y | +7.4% | +30.9% | -23.5% | -6.3% |
| 3Y | +345.6% | +28.2% | +317.4% | +282.1% |
| 5Y | +718.9% | +45.0% | +673.9% | +557.0% |
| 10Y | +2,755.4% | +127.3% | +2,628.1% | +1,658.6% |
| All | +4,788.1% | +211.0% | +4,577.1% | +2,616.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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