+31,416.6%
AVGO vs EEM
+167.3%
+31,249.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -1.4% |
| 7D | -3.0% | +2.3% | -5.3% | -5.0% |
| 30D | -14.4% | +4.5% | -19.0% | -17.9% |
| 3M | -14.4% | -0.1% | -14.4% | -14.3% |
| 6M | +13.1% | +16.9% | -3.8% | -1.5% |
| YTD | +3.8% | +26.2% | -22.4% | -15.9% |
| 1Y | +17.8% | +40.5% | -22.7% | -12.6% |
| 3Y | +325.3% | +86.2% | +239.1% | +152.8% |
| 5Y | +689.9% | +45.5% | +644.5% | +475.4% |
| 10Y | +2,597.0% | +128.6% | +2,468.4% | +1,297.0% |
| All | +31,416.6% | +167.3% | +31,249.3% | +14,077.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling