+2,755.4%
AVGO vs TER
+1,753.0%
+1,002.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.2% | +0.9% |
| 7D | -0.3% | +11.0% | -11.3% | -5.4% |
| 30D | -13.8% | -1.9% | -12.0% | -13.8% |
| 3M | -6.9% | -0.7% | -6.3% | -11.0% |
| 6M | +11.9% | +36.4% | -24.4% | -13.2% |
| YTD | +6.9% | +92.4% | -85.6% | -33.2% |
| 1Y | +7.4% | +213.5% | -206.1% | -50.1% |
| 3Y | +345.6% | +277.2% | +68.3% | +78.6% |
| 5Y | +718.9% | +219.1% | +499.8% | +239.1% |
| 10Y | +2,755.4% | +1,744.2% | +1,011.1% | +324.3% |
| All | +2,755.4% | +1,753.0% | +1,002.4% | +324.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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