+30,513.3%
AVGO vs EFA
+235.4%
+30,277.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -4.9% | -4.9% |
| 7D | +18.2% | +2.2% | +15.9% | +15.5% |
| 30D | +0.2% | +1.4% | -1.2% | -1.0% |
| 3M | -16.8% | -4.2% | -12.6% | -12.7% |
| 6M | -16.5% | +1.9% | -18.4% | -17.7% |
| YTD | +0.8% | +10.2% | -9.4% | -8.7% |
| 1Y | +2.8% | +12.8% | -10.0% | -9.1% |
| 3Y | +278.5% | +65.2% | +213.3% | +128.7% |
| 5Y | +573.1% | +49.8% | +523.2% | +352.7% |
| 10Y | +2,598.7% | +145.2% | +2,453.5% | +1,069.5% |
| All | +30,513.3% | +235.4% | +30,277.9% | +9,846.8% |
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