+2,770.9%
AVGO vs RSG
+428.9%
+2,342.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | 0.0% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | -13.0% | +4.0% | -17.0% | -14.7% |
| 3M | -6.0% | +7.4% | -13.3% | -10.0% |
| 6M | +6.4% | +0.1% | +6.3% | +4.7% |
| YTD | +5.0% | +6.0% | -1.0% | -0.2% |
| 1Y | +1.4% | -3.0% | +4.4% | +0.7% |
| 3Y | +336.8% | +56.5% | +280.3% | +211.1% |
| 5Y | +698.2% | +90.9% | +607.3% | +385.6% |
| All | +2,770.9% | +428.9% | +2,342.0% | +956.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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