+2,761.7%
AVGO vs AEIS
+531.1%
+2,230.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.2% | +1.1% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | -13.3% | -16.4% | +3.1% | -5.6% |
| 3M | -2.9% | -11.1% | +8.3% | -0.4% |
| 6M | +5.7% | -12.0% | +17.7% | +6.6% |
| YTD | +4.6% | +30.9% | -26.2% | -16.8% |
| 1Y | -1.6% | +74.3% | -76.0% | -33.9% |
| 3Y | +336.2% | +165.2% | +171.0% | +132.0% |
| 5Y | +695.6% | +220.0% | +475.6% | +275.3% |
| All | +2,761.7% | +531.1% | +2,230.7% | +768.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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