+31,416.6%
AVGO vs SYY
+427.4%
+30,989.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | -3.0% | -2.3% | -0.6% | -2.1% |
| 30D | -14.4% | -4.9% | -9.5% | -12.8% |
| 3M | -14.4% | +8.4% | -22.8% | -17.6% |
| 6M | +13.1% | -7.4% | +20.5% | +15.1% |
| YTD | +3.8% | +11.0% | -7.2% | -2.2% |
| 1Y | +17.8% | -0.2% | +18.0% | +15.2% |
| 3Y | +325.3% | +23.8% | +301.5% | +268.9% |
| 5Y | +689.9% | +18.1% | +671.8% | +594.0% |
| 10Y | +2,597.0% | +94.6% | +2,502.4% | +1,528.9% |
| All | +31,416.6% | +427.4% | +30,989.2% | +9,965.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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