+2,761.7%
AVGO vs TD
+303.5%
+2,458.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | +1.0% | -2.6% | +3.6% | +2.6% |
| 30D | -13.3% | -1.0% | -12.3% | -12.8% |
| 3M | -2.9% | +5.6% | -8.5% | -6.4% |
| 6M | +5.7% | +27.1% | -21.4% | -9.3% |
| YTD | +4.6% | +29.4% | -24.8% | -11.4% |
| 1Y | -1.6% | +60.7% | -62.3% | -27.3% |
| 3Y | +336.2% | +127.6% | +208.6% | +154.7% |
| 5Y | +695.6% | +125.4% | +570.2% | +361.0% |
| All | +2,761.7% | +303.5% | +2,458.2% | +1,141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling