+695.6%
AVGO vs SPOT
+111.2%
+584.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +1.0% | -6.9% | +7.9% | +2.9% |
| 30D | -13.3% | +4.1% | -17.4% | -14.6% |
| 3M | -2.9% | +3.7% | -6.6% | -4.8% |
| 6M | +5.7% | -1.6% | +7.3% | +4.2% |
| YTD | +4.6% | -10.2% | +14.8% | +5.1% |
| 1Y | -1.6% | -25.9% | +24.3% | +4.8% |
| 3Y | +336.2% | +235.6% | +100.6% | +191.0% |
| 5Y | +695.6% | +110.6% | +585.1% | +429.0% |
| All | +695.6% | +111.2% | +584.4% | +429.0% |
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