+32,355.3%
AVGO vs ET
+890.6%
+31,464.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | -0.3% | +0.4% | -0.7% | -0.4% |
| 30D | -13.8% | +6.9% | -20.7% | -15.3% |
| 3M | -6.9% | +13.1% | -20.0% | -10.0% |
| 6M | +11.9% | +18.7% | -6.8% | +6.7% |
| YTD | +6.9% | +37.4% | -30.6% | -2.0% |
| 1Y | +7.4% | +34.8% | -27.4% | -1.0% |
| 3Y | +345.6% | +96.8% | +248.8% | +276.9% |
| 5Y | +718.9% | +238.2% | +480.7% | +505.9% |
| 10Y | +2,755.4% | +159.4% | +2,595.9% | +1,963.1% |
| All | +32,355.3% | +890.6% | +31,464.7% | +11,169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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