+2,062.4%
AVGO vs RACE
+740.1%
+1,322.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.5% |
| 7D | -9.9% | +5.1% | -15.0% | -12.1% |
| 30D | -22.0% | +7.7% | -29.7% | -24.8% |
| 3M | -30.0% | +2.2% | -32.2% | -31.0% |
| 6M | -30.7% | +23.8% | -54.5% | -38.5% |
| YTD | -14.7% | +13.9% | -28.6% | -22.0% |
| 1Y | -16.8% | +3.8% | -20.6% | -20.5% |
| 3Y | +244.4% | +28.0% | +216.4% | +176.7% |
| 5Y | +474.0% | +64.9% | +409.1% | +290.8% |
| All | +2,062.4% | +740.1% | +1,322.4% | +585.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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