+2,856.4%
AVGO vs EMB
+29.7%
+2,826.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.8% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -13.7% | -0.3% | -13.5% | -13.4% |
| 3M | -6.9% | -0.3% | -6.6% | -6.4% |
| 6M | +5.8% | +0.7% | +5.0% | +5.1% |
| YTD | +5.7% | +1.3% | +4.4% | +4.2% |
| 1Y | +9.0% | +4.7% | +4.3% | +2.3% |
| 3Y | +340.5% | +30.1% | +310.4% | +200.4% |
| 5Y | +711.1% | +6.9% | +704.2% | +673.1% |
| 10Y | +2,856.4% | +30.7% | +2,825.7% | +2,058.5% |
| All | +2,856.4% | +29.7% | +2,826.7% | +2,058.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling