+30,513.3%
AVGO vs SYY
+411.6%
+30,101.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -5.9% | -5.2% |
| 7D | +18.2% | +0.3% | +17.8% | +18.0% |
| 30D | +0.2% | -4.8% | +5.0% | +1.6% |
| 3M | -16.8% | -7.1% | -9.7% | -15.0% |
| 6M | -16.5% | +6.8% | -23.3% | -19.7% |
| YTD | +0.8% | +7.7% | -6.8% | -4.5% |
| 1Y | +2.8% | +5.7% | -2.9% | -2.1% |
| 3Y | +278.5% | +24.6% | +254.0% | +225.1% |
| 5Y | +573.1% | +15.6% | +557.4% | +493.4% |
| 10Y | +2,598.7% | +87.9% | +2,510.7% | +1,544.4% |
| All | +30,513.3% | +411.6% | +30,101.7% | +9,725.0% |
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