+339.7%
AVGO vs EEM
+87.9%
+251.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | -0.8% | +2.0% | -2.8% | -3.2% |
| 30D | -13.7% | +5.1% | -18.8% | -19.0% |
| 3M | -6.9% | +4.6% | -11.5% | -12.5% |
| 6M | +5.8% | +17.8% | -12.0% | -15.2% |
| YTD | +5.7% | +25.8% | -20.2% | -24.3% |
| 1Y | +9.0% | +36.4% | -27.4% | -30.1% |
| All | +339.7% | +87.9% | +251.8% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling