+711.1%
AVGO vs AEIS
+238.7%
+472.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.5% |
| 7D | -0.8% | +6.5% | -7.2% | -4.2% |
| 30D | -13.7% | -9.2% | -4.6% | -9.9% |
| 3M | -6.9% | -8.3% | +1.4% | -6.2% |
| 6M | +5.8% | -6.3% | +12.1% | +2.1% |
| YTD | +5.7% | +36.5% | -30.8% | -21.9% |
| 1Y | +9.0% | +84.8% | -75.7% | -34.9% |
| 3Y | +340.5% | +176.6% | +163.9% | +97.4% |
| 5Y | +711.1% | +237.1% | +474.0% | +208.9% |
| All | +711.1% | +238.7% | +472.3% | +208.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling