+345.6%
AVGO vs ESI
+82.9%
+262.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +2.7% |
| 7D | -0.3% | +5.4% | -5.7% | -3.1% |
| 30D | -13.8% | -4.2% | -9.6% | -12.0% |
| 3M | -6.9% | -9.6% | +2.7% | -3.3% |
| 6M | +11.9% | +18.3% | -6.4% | -1.2% |
| YTD | +6.9% | +45.8% | -38.9% | -18.6% |
| 1Y | +7.4% | +39.2% | -31.7% | -16.0% |
| 3Y | +345.6% | +86.3% | +259.3% | +201.9% |
| All | +345.6% | +82.9% | +262.7% | +201.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling