+525.7%
AVGO vs SPOT
+115.8%
+409.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +8.5% |
| 7D | -0.9% | +2.5% | -3.4% | -1.5% |
| 30D | -11.6% | +15.1% | -26.7% | -15.3% |
| 3M | -25.2% | +24.8% | -50.0% | -30.5% |
| 6M | -25.4% | +45.8% | -71.2% | -34.8% |
| YTD | -7.2% | +4.9% | -12.1% | -11.3% |
| 1Y | -7.9% | -1.3% | -6.6% | -10.2% |
| 3Y | +262.1% | +257.7% | +4.4% | +133.4% |
| 5Y | +525.7% | +118.5% | +407.2% | +324.6% |
| All | +525.7% | +115.8% | +409.9% | +324.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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