+851.1%
AVGO vs ROIV
+232.7%
+618.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | 0.0% |
| 7D | -3.0% | +0.6% | -3.6% | -3.0% |
| 30D | -14.4% | +1.0% | -15.4% | -14.6% |
| 3M | -14.4% | +18.3% | -32.7% | -16.5% |
| 6M | +13.1% | +18.3% | -5.2% | +10.1% |
| YTD | +3.8% | +61.0% | -57.2% | -3.5% |
| 1Y | +17.8% | +177.9% | -160.1% | +1.4% |
| 3Y | +325.3% | +199.1% | +126.2% | +258.0% |
| 5Y | +689.9% | +250.7% | +439.2% | +516.1% |
| All | +851.1% | +232.7% | +618.4% | +664.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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