+25,809.4%
AVGO vs STT
+344.9%
+25,464.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -9.9% | -2.5% | -7.5% | -8.7% |
| 30D | -22.0% | -5.0% | -17.0% | -20.0% |
| 3M | -30.0% | -10.0% | -20.0% | -26.5% |
| 6M | -30.7% | +10.6% | -41.3% | -34.1% |
| YTD | -14.7% | +31.4% | -46.1% | -25.4% |
| 1Y | -16.8% | +44.5% | -61.3% | -30.4% |
| 3Y | +244.4% | +169.5% | +74.9% | +113.9% |
| 5Y | +474.0% | +102.5% | +371.6% | +290.5% |
| 10Y | +2,122.6% | +213.0% | +1,909.6% | +1,013.2% |
| All | +25,809.4% | +344.9% | +25,464.5% | +9,785.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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