+30,513.3%
AVGO vs RMD
+1,266.2%
+29,247.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.3% | -5.0% | -4.9% |
| 7D | +18.2% | +2.1% | +16.1% | +17.3% |
| 30D | +0.2% | +2.1% | -1.9% | -0.7% |
| 3M | -16.8% | +6.2% | -23.0% | -19.0% |
| 6M | -16.5% | +19.4% | -35.8% | -23.1% |
| YTD | +0.8% | +0.5% | +0.3% | -1.6% |
| 1Y | +2.8% | -3.9% | +6.8% | +2.0% |
| 3Y | +278.5% | +72.5% | +206.0% | +193.0% |
| 5Y | +573.1% | -1.5% | +574.6% | +527.7% |
| 10Y | +2,598.7% | +345.8% | +2,252.9% | +1,308.5% |
| All | +30,513.3% | +1,266.2% | +29,247.1% | +9,811.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling