+345.6%
AVGO vs EAT
+612.9%
-267.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.4% | +6.3% | +3.6% |
| 7D | -0.3% | -4.9% | +4.6% | +0.6% |
| 30D | -13.8% | -1.2% | -12.6% | -13.9% |
| 3M | -6.9% | +52.2% | -59.2% | -15.4% |
| 6M | +11.9% | +65.0% | -53.1% | -0.7% |
| YTD | +6.9% | +55.0% | -48.1% | -4.3% |
| 1Y | +7.4% | +42.1% | -34.7% | -2.4% |
| 3Y | +345.6% | +614.7% | -269.1% | +227.7% |
| All | +345.6% | +612.9% | -267.3% | +227.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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