-6.8%
AVGO vs ED
+27.1%
-33.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.0% | -5.0% | +1.1% |
| 7D | -7.5% | +5.4% | -12.9% | -2.0% |
| 30D | -10.2% | +16.4% | -26.6% | +5.7% |
| 3M | -22.0% | +11.9% | -33.9% | -11.9% |
| 6M | -21.6% | +11.6% | -33.1% | -10.3% |
| YTD | -5.4% | +24.1% | -29.5% | +24.7% |
| 1Y | -6.8% | +26.9% | -33.7% | +28.5% |
| All | -6.8% | +27.1% | -33.9% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling