+32,355.3%
AVGO vs EFX
+670.2%
+31,685.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +4.4% |
| 7D | -0.3% | -7.8% | +7.5% | +3.2% |
| 30D | -13.8% | -5.7% | -8.1% | -12.0% |
| 3M | -6.9% | +2.5% | -9.4% | -10.5% |
| 6M | +11.9% | -16.7% | +28.6% | +17.8% |
| YTD | +6.9% | -20.2% | +27.1% | +13.6% |
| 1Y | +7.4% | -31.4% | +38.8% | +21.8% |
| 3Y | +345.6% | -10.5% | +356.1% | +324.3% |
| 5Y | +718.9% | -35.2% | +754.1% | +801.3% |
| 10Y | +2,755.4% | +40.2% | +2,715.2% | +1,793.6% |
| All | +32,355.3% | +670.2% | +31,685.1% | +6,440.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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