+2,856.4%
AVGO vs RMD
+269.7%
+2,586.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -0.8% | -4.7% | +4.0% | +0.8% |
| 30D | -13.7% | +0.2% | -14.0% | -14.0% |
| 3M | -6.9% | +12.0% | -18.9% | -11.6% |
| 6M | +5.8% | -12.5% | +18.3% | +9.5% |
| YTD | +5.7% | -7.9% | +13.6% | +7.0% |
| 1Y | +9.0% | -20.4% | +29.4% | +16.3% |
| 3Y | +340.5% | +53.1% | +287.4% | +251.3% |
| 5Y | +711.1% | -22.1% | +733.2% | +732.7% |
| 10Y | +2,856.4% | +275.4% | +2,581.0% | +1,606.0% |
| All | +2,856.4% | +269.7% | +2,586.7% | +1,606.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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