+2,761.7%
AVGO vs ESI
+310.7%
+2,451.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | +1.3% |
| 7D | +1.0% | -2.3% | +3.3% | +2.1% |
| 30D | -13.3% | -9.0% | -4.2% | -9.3% |
| 3M | -2.9% | -13.3% | +10.4% | +2.9% |
| 6M | +5.7% | +5.3% | +0.4% | +0.9% |
| YTD | +4.6% | +37.6% | -33.0% | -13.7% |
| 1Y | -1.6% | +33.6% | -35.3% | -17.9% |
| 3Y | +336.2% | +75.8% | +260.5% | +214.9% |
| 5Y | +695.6% | +68.6% | +627.1% | +475.2% |
| All | +2,761.7% | +310.7% | +2,451.0% | +1,235.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ESI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling