+345.6%
AVGO vs RMD
+52.4%
+293.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.2% | +3.5% |
| 7D | -0.3% | -4.5% | +4.2% | +0.5% |
| 30D | -13.8% | +4.6% | -18.4% | -14.7% |
| 3M | -6.9% | +14.8% | -21.7% | -10.1% |
| 6M | +11.9% | -12.1% | +24.0% | +16.0% |
| YTD | +6.9% | -7.5% | +14.4% | +9.0% |
| 1Y | +7.4% | -20.1% | +27.5% | +14.0% |
| 3Y | +345.6% | +53.9% | +291.7% | +315.5% |
| All | +345.6% | +52.4% | +293.2% | +315.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling