+278.5%
AVGO vs DE
+88.0%
+190.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -4.6% |
| 7D | +18.2% | +0.3% | +17.9% | +18.1% |
| 30D | +0.2% | +3.6% | -3.3% | -0.7% |
| 3M | -16.8% | +10.2% | -27.0% | -19.1% |
| 6M | -16.5% | +16.6% | -33.0% | -20.2% |
| YTD | +0.8% | +45.8% | -45.0% | -11.1% |
| 1Y | +2.8% | +43.9% | -41.1% | -9.4% |
| 3Y | +278.5% | +89.6% | +188.9% | +196.1% |
| All | +278.5% | +88.0% | +190.5% | +196.1% |
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