+2,761.7%
AVGO vs EQT
+52.9%
+2,708.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | +1.0% | -1.2% | +2.2% | +1.2% |
| 30D | -13.3% | +1.1% | -14.4% | -13.4% |
| 3M | -2.9% | +4.8% | -7.7% | -3.8% |
| 6M | +5.7% | -10.6% | +16.3% | +7.1% |
| YTD | +4.6% | +3.4% | +1.2% | +3.5% |
| 1Y | -1.6% | +8.7% | -10.3% | -3.7% |
| 3Y | +336.2% | +35.0% | +301.3% | +311.4% |
| 5Y | +695.6% | +204.2% | +491.4% | +563.1% |
| All | +2,761.7% | +52.9% | +2,708.9% | +2,232.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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