+32,355.3%
AVGO vs EFA
+246.9%
+32,108.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.6% |
| 7D | -0.3% | +1.2% | -1.5% | -1.6% |
| 30D | -13.8% | -0.7% | -13.1% | -13.2% |
| 3M | -6.9% | +6.4% | -13.3% | -12.8% |
| 6M | +11.9% | +11.4% | +0.6% | +0.1% |
| YTD | +6.9% | +14.0% | -7.1% | -7.0% |
| 1Y | +7.4% | +20.2% | -12.8% | -11.5% |
| 3Y | +345.6% | +68.2% | +277.4% | +163.1% |
| 5Y | +718.9% | +54.8% | +664.1% | +430.0% |
| 10Y | +2,755.4% | +142.4% | +2,613.0% | +1,136.9% |
| All | +32,355.3% | +246.9% | +32,108.4% | +10,035.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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