-6.8%
AVGO vs EEM
+14.8%
-21.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.9% |
| 7D | -7.5% | -3.0% | -4.5% | -4.5% |
| 30D | -10.2% | -10.3% | +0.1% | +0.5% |
| 3M | -22.0% | -6.6% | -15.4% | -16.3% |
| 6M | -21.6% | -3.4% | -18.2% | -18.1% |
| YTD | -5.4% | +13.2% | -18.7% | -25.0% |
| 1Y | -6.8% | +15.0% | -21.8% | -28.6% |
| All | -6.8% | +14.8% | -21.6% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 1y: compounded portfolio wealth divided by compounded EEM 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…
1y analysis · Full analysis span regression · 6 months rolling