+718.9%
AVGO vs ED
+71.7%
+647.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +3.3% |
| 7D | -0.3% | +0.5% | -0.8% | -0.1% |
| 30D | -13.8% | +1.1% | -14.9% | -13.5% |
| 3M | -6.9% | +4.6% | -11.6% | -5.4% |
| 6M | +11.9% | -2.0% | +13.9% | +12.1% |
| YTD | +6.9% | +11.7% | -4.8% | +10.6% |
| 1Y | +7.4% | +15.7% | -8.3% | +12.2% |
| 3Y | +345.6% | +34.4% | +311.2% | +348.1% |
| 5Y | +718.9% | +67.3% | +651.6% | +698.6% |
| All | +718.9% | +71.7% | +647.2% | +698.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling