+31,776.8%
AVGO vs ETR
+456.3%
+31,320.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +1.1% | -1.8% | +3.0% | +1.9% |
| 30D | -13.0% | -1.8% | -11.2% | -12.5% |
| 3M | -6.0% | -3.6% | -2.4% | -4.9% |
| 6M | +6.4% | +2.6% | +3.8% | +4.3% |
| YTD | +5.0% | +16.0% | -11.0% | -2.2% |
| 1Y | +1.4% | +20.1% | -18.7% | -6.8% |
| 3Y | +336.8% | +143.6% | +193.2% | +192.3% |
| 5Y | +698.2% | +124.4% | +573.8% | +446.4% |
| 10Y | +2,837.0% | +295.4% | +2,541.7% | +1,468.8% |
| All | +31,776.8% | +456.3% | +31,320.5% | +13,029.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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