+1,624.3%
AVGO vs EQX
+226.7%
+1,397.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | -0.4% |
| 7D | +1.0% | -7.0% | +8.0% | +1.8% |
| 30D | -13.3% | +4.8% | -18.1% | -14.0% |
| 3M | -2.9% | +25.6% | -28.5% | -5.9% |
| 6M | +5.7% | -25.8% | +31.6% | +8.1% |
| YTD | +4.6% | -12.7% | +17.4% | +4.4% |
| 1Y | -1.6% | +14.1% | -15.7% | -4.9% |
| 3Y | +336.2% | +165.7% | +170.5% | +281.5% |
| 5Y | +695.6% | +81.2% | +614.4% | +585.2% |
| All | +1,624.3% | +226.7% | +1,397.6% | +1,752.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling