+2,755.4%
AVGO vs TPR
+305.2%
+2,450.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.7% | +6.7% | +4.1% |
| 7D | -0.3% | -3.4% | +3.1% | +0.7% |
| 30D | -13.8% | -27.3% | +13.5% | -5.8% |
| 3M | -6.9% | -16.2% | +9.3% | -3.0% |
| 6M | +11.9% | -17.9% | +29.8% | +16.7% |
| YTD | +6.9% | -7.1% | +14.0% | +6.6% |
| 1Y | +7.4% | +13.6% | -6.2% | 0.0% |
| 3Y | +345.6% | +293.7% | +51.8% | +177.4% |
| 5Y | +718.9% | +239.1% | +479.8% | +417.4% |
| 10Y | +2,755.4% | +311.2% | +2,444.2% | +1,386.1% |
| All | +2,755.4% | +305.2% | +2,450.1% | +1,386.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TPR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling