+2,660.6%
AVGO vs ED
+147.1%
+2,513.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.1% | -4.8% |
| 7D | +18.2% | +2.1% | +16.1% | +18.2% |
| 30D | +0.2% | +10.4% | -10.2% | +0.2% |
| 3M | -16.8% | +12.5% | -29.3% | -16.9% |
| 6M | -16.5% | +14.9% | -31.4% | -16.7% |
| YTD | +0.8% | +24.8% | -24.0% | -0.1% |
| 1Y | +2.8% | +23.8% | -21.0% | +1.9% |
| 3Y | +278.5% | +51.6% | +226.9% | +253.2% |
| 5Y | +573.1% | +86.4% | +486.6% | +494.3% |
| All | +2,660.6% | +147.1% | +2,513.5% | +2,153.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling