+32,355.3%
AVGO vs TNA
+782.9%
+31,572.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.4% |
| 7D | -0.3% | +4.1% | -4.4% | -1.6% |
| 30D | -13.8% | -7.6% | -6.2% | -11.8% |
| 3M | -6.9% | +8.1% | -15.0% | -9.5% |
| 6M | +11.9% | +49.0% | -37.1% | -2.5% |
| YTD | +6.9% | +51.7% | -44.8% | -8.3% |
| 1Y | +7.4% | +59.6% | -52.2% | -10.1% |
| 3Y | +345.6% | +118.9% | +226.7% | +209.7% |
| 5Y | +718.9% | -19.2% | +738.1% | +593.1% |
| 10Y | +2,755.4% | +77.2% | +2,678.1% | +1,312.1% |
| All | +32,355.3% | +782.9% | +31,572.4% | +8,270.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TNA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling