+2,761.7%
AVGO vs RUN
+43.4%
+2,718.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -0.7% |
| 7D | +1.0% | -3.4% | +4.4% | +1.5% |
| 30D | -13.3% | -14.0% | +0.7% | -11.6% |
| 3M | -2.9% | -27.5% | +24.6% | +1.0% |
| 6M | +5.7% | -29.0% | +34.7% | +9.8% |
| YTD | +4.6% | -53.1% | +57.7% | +12.8% |
| 1Y | -1.6% | -46.7% | +45.1% | +3.4% |
| 3Y | +336.2% | -38.3% | +374.5% | +277.1% |
| 5Y | +695.6% | -80.7% | +776.3% | +672.7% |
| All | +2,761.7% | +43.4% | +2,718.4% | +1,551.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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