-6.8%
AVGO vs EW
+19.7%
-26.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.4% | -6.4% | -2.6% |
| 7D | -7.5% | +8.3% | -15.8% | -8.5% |
| 30D | -10.2% | +13.9% | -24.1% | -11.8% |
| 3M | -22.0% | +10.9% | -32.9% | -23.2% |
| 6M | -21.6% | +19.2% | -40.8% | -24.4% |
| YTD | -5.4% | +16.6% | -22.0% | -8.1% |
| 1Y | -6.8% | +18.1% | -24.9% | -10.2% |
| All | -6.8% | +19.7% | -26.5% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling