+695.6%
AVGO vs DE
+97.0%
+598.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +1.0% | -2.4% | +3.4% | +1.7% |
| 30D | -13.3% | +9.7% | -23.0% | -15.9% |
| 3M | -2.9% | +21.4% | -24.2% | -8.9% |
| 6M | +5.7% | +15.0% | -9.3% | +0.5% |
| YTD | +4.6% | +46.4% | -41.8% | -8.8% |
| 1Y | -1.6% | +45.6% | -47.3% | -14.6% |
| 3Y | +336.2% | +76.8% | +259.5% | +247.5% |
| 5Y | +695.6% | +99.4% | +596.2% | +504.2% |
| All | +695.6% | +97.0% | +598.7% | +504.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling