+21,023.4%
AVGO vs TRGP
+2,265.4%
+18,758.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.6% |
| 7D | -0.3% | -0.6% | +0.3% | -0.1% |
| 30D | -13.8% | +14.6% | -28.4% | -17.0% |
| 3M | -6.9% | +11.9% | -18.9% | -10.2% |
| 6M | +11.9% | +25.3% | -13.3% | +4.5% |
| YTD | +6.9% | +61.9% | -55.0% | -6.8% |
| 1Y | +7.4% | +87.3% | -79.9% | -10.2% |
| 3Y | +345.6% | +268.0% | +77.6% | +213.7% |
| 5Y | +718.9% | +638.2% | +80.7% | +379.2% |
| 10Y | +2,755.4% | +821.9% | +1,933.4% | +1,176.3% |
| All | +21,023.4% | +2,265.4% | +18,758.0% | +5,131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling