+695.6%
AVGO vs SPMO
+145.0%
+550.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | +1.6% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -13.3% | -0.7% | -12.6% | -12.6% |
| 3M | -2.9% | +2.8% | -5.7% | -8.5% |
| 6M | +5.7% | +24.4% | -18.7% | -25.0% |
| YTD | +4.6% | +24.2% | -19.5% | -25.3% |
| 1Y | -1.6% | +24.5% | -26.1% | -29.2% |
| 3Y | +336.2% | +155.6% | +180.6% | +33.7% |
| 5Y | +695.6% | +148.2% | +547.5% | +155.8% |
| All | +695.6% | +145.0% | +550.7% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 5y: compounded portfolio wealth divided by compounded SPMO 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…
5y analysis · Full analysis span regression · 6 months rolling