+25,809.4%
AVGO vs ED
+489.5%
+25,319.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.0% |
| 7D | -9.9% | +1.6% | -11.6% | -10.1% |
| 30D | -22.0% | +13.3% | -35.3% | -23.1% |
| 3M | -30.0% | +9.7% | -39.8% | -30.8% |
| 6M | -30.7% | +12.8% | -43.5% | -31.9% |
| YTD | -14.7% | +22.3% | -37.0% | -17.3% |
| 1Y | -16.8% | +26.3% | -43.1% | -19.9% |
| 3Y | +244.4% | +45.0% | +199.4% | +211.8% |
| 5Y | +474.0% | +80.2% | +393.8% | +385.1% |
| 10Y | +2,122.6% | +129.9% | +1,992.7% | +1,573.9% |
| All | +25,809.4% | +489.5% | +25,319.9% | +10,161.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling