+691.7%
AVGO vs TER
+197.9%
+493.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | -2.3% |
| 7D | -3.0% | +0.6% | -3.6% | -3.4% |
| 30D | -14.4% | -8.3% | -6.2% | -11.7% |
| 3M | -14.4% | -12.2% | -2.2% | -13.0% |
| 6M | +13.1% | +17.1% | -3.9% | -4.7% |
| YTD | +3.8% | +84.7% | -80.9% | -33.0% |
| 1Y | +17.8% | +199.9% | -182.1% | -43.4% |
| 3Y | +325.3% | +232.8% | +92.5% | +83.2% |
| All | +691.7% | +197.9% | +493.8% | +254.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling