+116.0%
INTC vs AVGO
+712.1%
-596.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.2% |
| 7D | +18.0% | -0.8% | +18.8% | +18.5% |
| 30D | +8.9% | -13.7% | +22.7% | +17.0% |
| 3M | -1.6% | -6.9% | +5.4% | +2.8% |
| 6M | +133.1% | +5.8% | +127.3% | +129.1% |
| YTD | +187.9% | +5.7% | +182.2% | +182.2% |
| 1Y | +334.7% | +9.0% | +325.7% | +316.5% |
| 3Y | +184.2% | +340.5% | -156.3% | +16.1% |
| 5Y | +116.0% | +711.1% | -595.1% | -44.2% |
| All | +116.0% | +712.1% | -596.1% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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