+32,355.3%
AVGO vs TRI
+385.5%
+31,969.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.5% | +9.5% | +5.8% |
| 7D | -0.3% | -7.1% | +6.8% | +2.4% |
| 30D | -13.8% | -2.3% | -11.5% | -13.8% |
| 3M | -6.9% | +19.6% | -26.5% | -17.7% |
| 6M | +11.9% | -8.7% | +20.6% | +11.1% |
| YTD | +6.9% | -22.3% | +29.1% | +14.3% |
| 1Y | +7.4% | -40.7% | +48.1% | +33.9% |
| 3Y | +345.6% | -17.8% | +363.3% | +333.4% |
| 5Y | +718.9% | -8.5% | +727.4% | +635.3% |
| 10Y | +2,755.4% | +192.6% | +2,562.8% | +1,099.5% |
| All | +32,355.3% | +385.5% | +31,969.8% | +10,637.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling