+718.9%
AVGO vs EW
-28.5%
+747.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.5% | +6.5% | +4.1% |
| 7D | -0.3% | -4.4% | +4.1% | +1.0% |
| 30D | -13.8% | -3.3% | -10.5% | -13.1% |
| 3M | -6.9% | +1.0% | -7.9% | -7.7% |
| 6M | +11.9% | +6.2% | +5.7% | +9.0% |
| YTD | +6.9% | +1.7% | +5.2% | +5.3% |
| 1Y | +7.4% | +8.1% | -0.7% | +3.5% |
| 3Y | +345.6% | +17.1% | +328.5% | +294.8% |
| 5Y | +718.9% | -29.4% | +748.2% | +794.0% |
| All | +718.9% | -28.5% | +747.4% | +794.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling