+31,987.2%
AVGO vs EQT
+200.9%
+31,786.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | -0.8% | -2.0% | +1.2% | -0.4% |
| 30D | -13.7% | +1.0% | -14.8% | -13.9% |
| 3M | -6.9% | +4.0% | -10.9% | -8.0% |
| 6M | +5.8% | -11.7% | +17.5% | +7.8% |
| YTD | +5.7% | +2.8% | +2.9% | +4.2% |
| 1Y | +9.0% | +10.0% | -1.0% | +5.8% |
| 3Y | +340.5% | +34.1% | +306.4% | +307.4% |
| 5Y | +711.1% | +195.3% | +515.8% | +521.4% |
| 10Y | +2,856.4% | +51.6% | +2,804.8% | +2,338.8% |
| All | +31,987.2% | +200.9% | +31,786.4% | +17,461.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling