+32,355.3%
AVGO vs TRV
+1,053.2%
+31,302.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.4% |
| 7D | -0.3% | +0.5% | -0.8% | -0.6% |
| 30D | -13.8% | -4.9% | -9.0% | -12.0% |
| 3M | -6.9% | +23.7% | -30.7% | -16.6% |
| 6M | +11.9% | +20.3% | -8.4% | +1.0% |
| YTD | +6.9% | +27.1% | -20.2% | -6.5% |
| 1Y | +7.4% | +35.3% | -27.9% | -9.5% |
| 3Y | +345.6% | +139.8% | +205.8% | +164.3% |
| 5Y | +718.9% | +153.9% | +565.0% | +357.4% |
| 10Y | +2,755.4% | +285.9% | +2,469.5% | +1,050.9% |
| All | +32,355.3% | +1,053.2% | +31,302.2% | +6,589.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling