+696.9%
AVGO vs EQX
+83.7%
+613.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.1% |
| 7D | +1.1% | -3.2% | +4.3% | +1.6% |
| 30D | -13.0% | +7.8% | -20.8% | -14.2% |
| 3M | -6.0% | +21.3% | -27.3% | -9.1% |
| 6M | +6.4% | -22.4% | +28.8% | +8.6% |
| YTD | +5.0% | -11.3% | +16.3% | +4.4% |
| 1Y | +1.4% | +13.5% | -12.1% | -2.8% |
| 3Y | +336.8% | +162.1% | +174.7% | +272.2% |
| All | +696.9% | +83.7% | +613.3% | +557.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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