+32,355.3%
AVGO vs RSG
+1,170.9%
+31,184.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.2% |
| 7D | -0.3% | -0.7% | +0.4% | +0.1% |
| 30D | -13.8% | +3.3% | -17.1% | -15.5% |
| 3M | -6.9% | +8.5% | -15.4% | -12.2% |
| 6M | +11.9% | -3.5% | +15.5% | +12.0% |
| YTD | +6.9% | +5.5% | +1.4% | +1.0% |
| 1Y | +7.4% | -1.7% | +9.1% | +5.0% |
| 3Y | +345.6% | +56.9% | +288.7% | +212.3% |
| 5Y | +718.9% | +89.4% | +629.5% | +395.2% |
| 10Y | +2,755.4% | +412.5% | +2,342.8% | +767.9% |
| All | +32,355.3% | +1,170.9% | +31,184.4% | +5,186.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling