+2,770.9%
AVGO vs TRGP
+863.3%
+1,907.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | -13.0% | +8.0% | -21.0% | -14.9% |
| 3M | -6.0% | +8.3% | -14.2% | -8.5% |
| 6M | +6.4% | +23.9% | -17.5% | -0.6% |
| YTD | +5.0% | +59.6% | -54.7% | -8.5% |
| 1Y | +1.4% | +79.4% | -78.0% | -14.8% |
| 3Y | +336.8% | +269.4% | +67.4% | +204.8% |
| 5Y | +698.2% | +641.6% | +56.6% | +362.7% |
| All | +2,770.9% | +863.3% | +1,907.7% | +1,144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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