+711.1%
AVGO vs TE
-43.0%
+754.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.8% | -0.8% |
| 7D | -0.8% | +15.0% | -15.8% | -2.3% |
| 30D | -13.7% | -7.5% | -6.2% | -13.3% |
| 3M | -6.9% | -42.0% | +35.0% | -2.7% |
| 6M | +5.8% | -31.4% | +37.2% | +6.5% |
| YTD | +5.7% | -26.5% | +32.2% | +4.5% |
| 1Y | +9.0% | +153.1% | -144.1% | -8.1% |
| 3Y | +340.5% | -20.7% | +361.2% | +298.7% |
| 5Y | +711.1% | -45.4% | +756.5% | +620.8% |
| All | +711.1% | -43.0% | +754.1% | +620.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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