+570.0%
AVGO vs RF
+47.5%
+522.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -6.0% | -5.2% |
| 7D | +18.2% | +1.9% | +16.2% | +17.3% |
| 30D | +0.2% | +7.3% | -7.1% | -2.4% |
| 3M | -16.8% | -7.9% | -8.9% | -14.3% |
| 6M | -16.5% | +10.5% | -27.0% | -20.4% |
| YTD | +0.8% | +9.6% | -8.8% | -4.2% |
| 1Y | +2.8% | +20.3% | -17.5% | -6.1% |
| 3Y | +278.5% | +119.5% | +159.0% | +167.7% |
| All | +570.0% | +47.5% | +522.6% | +452.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 5y: compounded portfolio wealth divided by compounded RF 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…
5y analysis · Full analysis span regression · 6 months rolling