+2,300.3%
AVGO vs RACE
+738.3%
+1,562.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +8.5% |
| 7D | -0.9% | +3.9% | -4.8% | -2.7% |
| 30D | -11.6% | +7.4% | -19.1% | -14.7% |
| 3M | -25.2% | +1.6% | -26.8% | -26.0% |
| 6M | -25.4% | +23.3% | -48.8% | -33.7% |
| YTD | -7.2% | +14.7% | -21.8% | -15.5% |
| 1Y | -7.9% | +2.5% | -10.4% | -11.4% |
| 3Y | +262.1% | +28.0% | +234.1% | +191.3% |
| 5Y | +525.7% | +69.8% | +455.9% | +319.5% |
| 10Y | +2,300.3% | +734.9% | +1,565.4% | +656.8% |
| All | +2,300.3% | +738.3% | +1,562.0% | +656.8% |
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