+3,811.6%
AVGO vs RACE
+647.6%
+3,164.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +1.1% |
| 7D | -3.0% | -2.5% | -0.4% | -1.8% |
| 30D | -14.4% | +0.8% | -15.2% | -14.9% |
| 3M | -14.4% | +17.2% | -31.6% | -21.1% |
| 6M | +13.1% | +13.6% | -0.5% | +5.0% |
| YTD | +3.8% | +12.2% | -8.4% | -4.0% |
| 1Y | +17.8% | -16.3% | +34.0% | +23.9% |
| 3Y | +325.3% | +36.4% | +288.8% | +235.7% |
| 5Y | +689.9% | +95.0% | +595.0% | +411.4% |
| 10Y | +2,597.0% | +813.2% | +1,783.8% | +830.7% |
| All | +3,811.6% | +647.6% | +3,164.0% | +1,218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling