+335.4%
AVGO vs DE
+75.2%
+260.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +1.0% | -2.4% | +3.4% | +1.6% |
| 30D | -13.3% | +9.7% | -23.0% | -15.6% |
| 3M | -2.9% | +21.4% | -24.2% | -8.2% |
| 6M | +5.7% | +15.0% | -9.3% | +1.1% |
| YTD | +4.6% | +46.4% | -41.8% | -7.8% |
| 1Y | -1.6% | +45.6% | -47.3% | -13.7% |
| All | +335.4% | +75.2% | +260.2% | +246.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling