+2,475.6%
AVGO vs SPGI
+335.3%
+2,140.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +3.6% |
| 7D | 0.0% | +1.6% | -1.6% | -0.8% |
| 30D | -8.2% | +16.1% | -24.3% | -15.8% |
| 3M | -21.3% | +15.5% | -36.7% | -28.1% |
| 6M | -22.5% | +19.6% | -42.2% | -32.4% |
| YTD | -3.6% | -3.6% | 0.0% | -5.3% |
| 1Y | -6.7% | +2.2% | -8.9% | -12.2% |
| 3Y | +258.1% | +30.1% | +228.0% | +178.1% |
| 5Y | +560.9% | +14.9% | +545.9% | +450.0% |
| 10Y | +2,475.6% | +334.0% | +2,141.6% | +902.8% |
| All | +2,475.6% | +335.3% | +2,140.3% | +902.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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