+3,296.0%
AVGO vs TRU
+238.0%
+3,058.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.1% | +2.7% |
| 7D | -3.0% | -6.8% | +3.8% | -0.2% |
| 30D | -14.4% | 0.0% | -14.5% | -14.8% |
| 3M | -14.4% | +13.3% | -27.7% | -20.7% |
| 6M | +13.1% | +3.4% | +9.7% | +8.2% |
| YTD | +3.8% | -6.4% | +10.2% | +2.7% |
| 1Y | +17.8% | -9.7% | +27.5% | +16.7% |
| 3Y | +325.3% | +0.1% | +325.1% | +282.2% |
| 5Y | +689.9% | -34.0% | +724.0% | +758.3% |
| 10Y | +2,597.0% | +147.9% | +2,449.1% | +1,421.3% |
| All | +3,296.0% | +238.0% | +3,058.0% | +1,589.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling