+570.0%
AVGO vs TRU
-26.5%
+596.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | +18.2% | 0.0% | +18.1% | +18.2% |
| 30D | +0.2% | +21.3% | -21.1% | -6.9% |
| 3M | -16.8% | +0.2% | -17.0% | -18.0% |
| 6M | -16.5% | +22.4% | -38.8% | -24.9% |
| YTD | +0.8% | -4.8% | +5.6% | -1.2% |
| 1Y | +2.8% | -0.2% | +3.0% | -1.5% |
| 3Y | +278.5% | +57.9% | +220.6% | +190.5% |
| All | +570.0% | -26.5% | +596.5% | +660.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 5y: compounded portfolio wealth divided by compounded TRU 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…
5y analysis · Full analysis span regression · 6 months rolling