+244.4%
AVGO vs ED
+44.5%
+199.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | -1.5% |
| 7D | -9.9% | +1.6% | -11.6% | -8.3% |
| 30D | -22.0% | +13.3% | -35.3% | -11.7% |
| 3M | -30.0% | +9.7% | -39.8% | -23.2% |
| 6M | -30.7% | +12.8% | -43.5% | -21.0% |
| YTD | -14.7% | +22.3% | -37.0% | +5.6% |
| 1Y | -16.8% | +26.3% | -43.1% | +6.7% |
| 3Y | +244.4% | +45.0% | +199.4% | +401.1% |
| All | +244.4% | +44.5% | +199.9% | +401.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling