+25,618.8%
AVGO vs SWKS
+797.7%
+24,821.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -2.1% | -8.4% | -9.3% |
| 7D | -15.5% | -9.2% | -6.3% | -11.0% |
| 30D | -22.4% | -1.9% | -20.5% | -21.7% |
| 3M | -30.2% | +21.2% | -51.4% | -38.6% |
| 6M | -31.6% | +12.9% | -44.4% | -39.0% |
| YTD | -15.3% | +30.7% | -46.0% | -31.7% |
| 1Y | -18.2% | +14.1% | -32.3% | -29.0% |
| 3Y | +241.2% | -1.7% | +242.9% | +204.4% |
| 5Y | +469.8% | -43.0% | +512.8% | +572.3% |
| 10Y | +2,106.2% | +34.3% | +2,071.9% | +1,487.8% |
| All | +25,618.8% | +797.7% | +24,821.2% | +8,187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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