+30,513.3%
AVGO vs EEM
+137.0%
+30,376.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.4% |
| 7D | +18.2% | +2.7% | +15.5% | +15.4% |
| 30D | +0.2% | -5.4% | +5.6% | +5.9% |
| 3M | -16.8% | -8.6% | -8.2% | -9.3% |
| 6M | -16.5% | -8.9% | -7.6% | -8.3% |
| YTD | +0.8% | +11.9% | -11.1% | -8.4% |
| 1Y | +2.8% | +13.1% | -10.2% | -7.1% |
| 3Y | +278.5% | +70.7% | +207.9% | +145.2% |
| 5Y | +573.1% | +31.8% | +541.3% | +440.7% |
| 10Y | +2,598.7% | +119.5% | +2,479.1% | +1,383.0% |
| All | +30,513.3% | +137.0% | +30,376.3% | +15,342.8% |
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 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