+32,043.9%
AVGO vs TECH
+461.6%
+31,582.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.5% | +5.5% |
| 7D | +25.0% | +0.2% | +24.7% | +24.9% |
| 30D | +2.0% | +0.5% | +1.5% | +1.8% |
| 3M | -12.3% | +1.0% | -13.2% | -12.6% |
| 6M | -12.8% | +54.1% | -66.9% | -28.1% |
| YTD | +5.9% | +24.4% | -18.5% | -7.5% |
| 1Y | +3.3% | +19.3% | -16.0% | -8.1% |
| 3Y | +293.1% | +28.5% | +264.6% | +212.3% |
| 5Y | +606.7% | -41.0% | +647.7% | +705.2% |
| 10Y | +2,733.6% | +189.3% | +2,544.3% | +1,231.6% |
| All | +32,043.9% | +461.6% | +31,582.3% | +9,661.9% |
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