+28,084.6%
AVGO vs SO
+527.2%
+27,557.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.4% | +8.5% |
| 7D | -0.9% | -1.1% | +0.2% | -0.6% |
| 30D | -11.6% | +8.6% | -20.2% | -13.5% |
| 3M | -25.2% | +1.8% | -27.0% | -25.6% |
| 6M | -25.4% | +3.6% | -29.1% | -26.6% |
| YTD | -7.2% | +9.9% | -17.1% | -10.5% |
| 1Y | -7.9% | +5.7% | -13.6% | -10.2% |
| 3Y | +262.1% | +52.5% | +209.6% | +200.8% |
| 5Y | +525.7% | +77.3% | +448.4% | +383.2% |
| 10Y | +2,300.3% | +186.8% | +2,113.5% | +1,411.7% |
| All | +28,084.6% | +527.2% | +27,557.4% | +10,171.7% |
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