+19,824.5%
AVGO vs TRGP
+2,299.4%
+17,525.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.3% | -5.1% | -4.8% |
| 7D | +18.2% | +12.4% | +5.8% | +14.8% |
| 30D | +0.2% | +2.6% | -2.4% | -0.5% |
| 3M | -16.8% | +11.9% | -28.7% | -19.4% |
| 6M | -16.5% | +13.9% | -30.4% | -19.9% |
| YTD | +0.8% | +64.2% | -63.4% | -12.5% |
| 1Y | +2.8% | +78.5% | -75.7% | -12.8% |
| 3Y | +278.5% | +272.9% | +5.6% | +165.7% |
| 5Y | +573.1% | +510.7% | +62.3% | +312.4% |
| 10Y | +2,598.7% | +821.0% | +1,777.7% | +1,107.0% |
| All | +19,824.5% | +2,299.4% | +17,525.1% | +4,811.8% |
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