+31,416.6%
AVGO vs TD
+657.6%
+30,759.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +1.1% |
| 7D | -3.0% | +0.3% | -3.3% | -3.2% |
| 30D | -14.4% | +0.4% | -14.8% | -14.7% |
| 3M | -14.4% | +7.6% | -22.1% | -18.6% |
| 6M | +13.1% | +25.0% | -11.9% | -2.5% |
| YTD | +3.8% | +31.0% | -27.2% | -13.3% |
| 1Y | +17.8% | +65.2% | -47.4% | -15.4% |
| 3Y | +325.3% | +122.5% | +202.8% | +147.0% |
| 5Y | +689.9% | +124.8% | +565.1% | +349.1% |
| 10Y | +2,597.0% | +298.2% | +2,298.8% | +909.6% |
| All | +31,416.6% | +657.6% | +30,759.1% | +7,422.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling