+25,809.4%
AVGO vs SO
+518.9%
+25,290.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | -9.9% | -1.5% | -8.5% | -9.6% |
| 30D | -22.0% | +8.1% | -30.1% | -23.6% |
| 3M | -30.0% | +0.2% | -30.3% | -30.2% |
| 6M | -30.7% | +0.4% | -31.1% | -31.3% |
| YTD | -14.7% | +8.5% | -23.2% | -17.4% |
| 1Y | -16.8% | +4.9% | -21.7% | -18.8% |
| 3Y | +244.4% | +47.9% | +196.5% | +189.0% |
| 5Y | +474.0% | +75.7% | +398.3% | +343.9% |
| 10Y | +2,122.6% | +178.0% | +1,944.6% | +1,314.6% |
| All | +25,809.4% | +518.9% | +25,290.5% | +9,370.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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