+2,761.7%
AVGO vs TRV
+298.6%
+2,463.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.2% |
| 7D | +1.0% | -1.5% | +2.5% | +1.6% |
| 30D | -13.3% | -1.8% | -11.5% | -12.8% |
| 3M | -2.9% | +21.6% | -24.5% | -10.9% |
| 6M | +5.7% | +22.5% | -16.7% | -3.8% |
| YTD | +4.6% | +28.1% | -23.5% | -6.9% |
| 1Y | -1.6% | +37.0% | -38.7% | -15.5% |
| 3Y | +336.2% | +141.9% | +194.3% | +171.9% |
| 5Y | +695.6% | +158.5% | +537.1% | +365.8% |
| All | +2,761.7% | +298.6% | +2,463.1% | +1,248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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