+29,187.3%
AVGO vs ED
+493.1%
+28,694.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.2% | +3.8% |
| 7D | 0.0% | +2.1% | -2.2% | -0.3% |
| 30D | -8.2% | +12.4% | -20.6% | -9.4% |
| 3M | -21.3% | +13.1% | -34.4% | -22.4% |
| 6M | -22.5% | +14.1% | -36.6% | -23.9% |
| YTD | -3.6% | +23.1% | -26.6% | -6.6% |
| 1Y | -6.7% | +25.4% | -32.1% | -10.0% |
| 3Y | +258.1% | +47.9% | +210.3% | +222.8% |
| 5Y | +560.9% | +81.9% | +479.0% | +457.7% |
| 10Y | +2,475.6% | +141.3% | +2,334.4% | +1,809.3% |
| All | +29,187.3% | +493.1% | +28,694.3% | +11,492.2% |
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