+29,187.3%
AVGO vs RMD
+1,231.6%
+27,955.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.1% |
| 7D | 0.0% | +3.1% | -3.1% | -1.2% |
| 30D | -8.2% | +1.8% | -9.9% | -9.0% |
| 3M | -21.3% | +6.7% | -28.0% | -23.5% |
| 6M | -22.5% | +13.9% | -36.4% | -27.6% |
| YTD | -3.6% | -2.0% | -1.5% | -5.0% |
| 1Y | -6.7% | -5.4% | -1.3% | -7.0% |
| 3Y | +258.1% | +67.4% | +190.8% | +180.1% |
| 5Y | +560.9% | -5.7% | +566.6% | +525.8% |
| 10Y | +2,475.6% | +338.4% | +2,137.3% | +1,251.6% |
| All | +29,187.3% | +1,231.6% | +27,955.8% | +9,462.9% |
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