+718.9%
AVGO vs T
+66.9%
+652.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +2.9% |
| 7D | -0.3% | -1.5% | +1.2% | -0.5% |
| 30D | -13.8% | +7.6% | -21.4% | -12.9% |
| 3M | -6.9% | +15.3% | -22.2% | -4.9% |
| 6M | +11.9% | -8.5% | +20.4% | +11.6% |
| YTD | +6.9% | +6.8% | +0.1% | +8.3% |
| 1Y | +7.4% | -7.2% | +14.7% | +7.8% |
| 3Y | +345.6% | +108.2% | +237.3% | +330.7% |
| 5Y | +718.9% | +66.1% | +652.8% | +763.4% |
| All | +718.9% | +66.9% | +652.0% | +763.4% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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