+1.4%
AVGO vs DE
+45.1%
-43.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +1.1% | -2.6% | +3.7% | +1.3% |
| 30D | -13.0% | +9.0% | -22.0% | -13.6% |
| 3M | -6.0% | +19.1% | -25.1% | -6.8% |
| 6M | +6.4% | +14.4% | -8.0% | +4.2% |
| YTD | +5.0% | +45.9% | -41.0% | +12.5% |
| 1Y | +1.4% | +43.6% | -42.2% | +10.2% |
| All | +1.4% | +45.1% | -43.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling