+31,416.6%
AVGO vs ED
+433.5%
+30,983.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -14.4% | -0.1% | -14.3% | -14.4% |
| 3M | -14.4% | +3.9% | -18.4% | -15.0% |
| 6M | +13.1% | -3.0% | +16.2% | +13.2% |
| YTD | +3.8% | +10.7% | -6.9% | +1.8% |
| 1Y | +17.8% | +13.3% | +4.4% | +14.7% |
| 3Y | +325.3% | +34.5% | +290.8% | +286.2% |
| 5Y | +689.9% | +67.1% | +622.8% | +569.7% |
| 10Y | +2,597.0% | +103.0% | +2,494.0% | +1,971.2% |
| All | +31,416.6% | +433.5% | +30,983.2% | +12,526.7% |
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