+31,416.6%
AVGO vs AEM
+339.1%
+31,077.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.3% |
| 7D | -3.0% | -0.5% | -2.4% | -2.9% |
| 30D | -14.4% | +24.0% | -38.5% | -16.7% |
| 3M | -14.4% | +16.1% | -30.5% | -16.2% |
| 6M | +13.1% | -11.6% | +24.7% | +13.9% |
| YTD | +3.8% | +21.5% | -17.8% | +0.6% |
| 1Y | +17.8% | +39.2% | -21.4% | +12.5% |
| 3Y | +325.3% | +347.4% | -22.2% | +259.3% |
| 5Y | +689.9% | +290.1% | +399.8% | +567.6% |
| 10Y | +2,597.0% | +357.8% | +2,239.2% | +2,098.2% |
| All | +31,416.6% | +339.1% | +31,077.5% | +24,750.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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