+29,187.3%
AVGO vs EMB
+112.8%
+29,074.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.8% |
| 7D | 0.0% | +0.5% | -0.5% | -0.7% |
| 30D | -8.2% | +0.9% | -9.1% | -9.3% |
| 3M | -21.3% | -2.1% | -19.2% | -18.8% |
| 6M | -22.5% | -2.2% | -20.3% | -19.7% |
| YTD | -3.6% | -0.6% | -2.9% | -2.1% |
| 1Y | -6.7% | +0.2% | -6.9% | -6.3% |
| 3Y | +258.1% | +29.5% | +228.6% | +156.7% |
| 5Y | +560.9% | +8.0% | +552.9% | +511.9% |
| 10Y | +2,475.6% | +35.3% | +2,440.3% | +1,780.6% |
| All | +29,187.3% | +112.8% | +29,074.5% | +14,195.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling