+2,770.9%
AVGO vs TRI
+196.2%
+2,574.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.3% |
| 7D | +1.1% | -7.9% | +9.0% | +3.8% |
| 30D | -13.0% | -4.5% | -8.5% | -12.2% |
| 3M | -6.0% | +22.1% | -28.1% | -15.5% |
| 6M | +6.4% | -2.8% | +9.1% | +3.6% |
| YTD | +5.0% | -23.4% | +28.4% | +14.3% |
| 1Y | +1.4% | -41.5% | +42.9% | +28.2% |
| 3Y | +336.8% | -19.2% | +356.0% | +328.7% |
| 5Y | +698.2% | -9.4% | +707.6% | +615.1% |
| All | +2,770.9% | +196.2% | +2,574.7% | +1,392.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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