+31,416.6%
AVGO vs AEIS
+2,417.0%
+28,999.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.8% |
| 7D | -3.0% | +3.0% | -5.9% | -4.3% |
| 30D | -14.4% | -14.6% | +0.2% | -8.9% |
| 3M | -14.4% | -12.4% | -2.0% | -11.6% |
| 6M | +13.1% | -15.0% | +28.1% | +16.0% |
| YTD | +3.8% | +34.3% | -30.5% | -14.3% |
| 1Y | +17.8% | +87.4% | -69.6% | -16.7% |
| 3Y | +325.3% | +139.8% | +185.5% | +168.3% |
| 5Y | +689.9% | +220.7% | +469.2% | +336.3% |
| 10Y | +2,597.0% | +531.6% | +2,065.4% | +968.8% |
| All | +31,416.6% | +2,417.0% | +28,999.7% | +6,948.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling