+31,416.6%
AVGO vs TECH
+458.4%
+30,958.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -14.4% | +0.7% | -15.1% | -14.7% |
| 3M | -14.4% | +36.3% | -50.8% | -25.4% |
| 6M | +13.1% | +25.6% | -12.4% | -0.5% |
| YTD | +3.8% | +23.7% | -19.9% | -9.1% |
| 1Y | +17.8% | +37.6% | -19.9% | -3.0% |
| 3Y | +325.3% | -6.6% | +331.8% | +295.0% |
| 5Y | +689.9% | -42.2% | +732.2% | +806.2% |
| 10Y | +2,597.0% | +187.6% | +2,409.4% | +1,167.9% |
| All | +31,416.6% | +458.4% | +30,958.2% | +9,492.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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