+711.1%
AVGO vs EAT
+310.8%
+400.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.4% |
| 7D | -0.8% | -6.8% | +6.0% | +0.8% |
| 30D | -13.7% | -5.4% | -8.4% | -12.9% |
| 3M | -6.9% | +42.8% | -49.7% | -15.4% |
| 6M | +5.8% | +56.5% | -50.7% | -6.8% |
| YTD | +5.7% | +50.0% | -44.4% | -6.4% |
| 1Y | +9.0% | +38.3% | -29.2% | -2.1% |
| 3Y | +340.5% | +591.6% | -251.1% | +151.1% |
| 5Y | +711.1% | +312.6% | +398.4% | +376.8% |
| All | +711.1% | +310.8% | +400.2% | +376.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling