+81.8%
SPY vs AVGO
+710.3%
-628.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -1.3% |
| 7D | +0.5% | -0.3% | +0.9% | +0.6% |
| 30D | -0.9% | -13.8% | +12.9% | +2.6% |
| 3M | +3.9% | -6.9% | +10.8% | +5.2% |
| 6M | +14.5% | +11.9% | +2.6% | +9.5% |
| YTD | +12.9% | +6.9% | +6.0% | +8.9% |
| 1Y | +19.4% | +7.4% | +12.0% | +13.7% |
| 3Y | +78.5% | +345.6% | -267.1% | -2.8% |
| 5Y | +81.8% | +718.9% | -637.1% | -29.9% |
| All | +81.8% | +710.3% | -628.5% | -29.9% |
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