+694.4%
AVGO vs EQT
+197.4%
+497.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | +1.0% | -1.2% | +2.2% | +1.3% |
| 30D | -13.3% | +1.1% | -14.4% | -13.5% |
| 3M | -2.9% | +4.8% | -7.7% | -4.2% |
| 6M | +5.7% | -10.6% | +16.3% | +7.7% |
| YTD | +4.6% | +3.4% | +1.2% | +3.0% |
| 1Y | -1.6% | +8.7% | -10.3% | -4.7% |
| 3Y | +336.2% | +35.0% | +301.3% | +302.2% |
| All | +694.4% | +197.4% | +497.0% | +549.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling