+28,084.6%
AVGO vs EW
+1,870.1%
+26,214.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.5% | +6.3% | +7.9% |
| 7D | -0.9% | +12.3% | -13.1% | -4.8% |
| 30D | -11.6% | +22.9% | -34.5% | -17.8% |
| 3M | -25.2% | +16.7% | -41.9% | -29.3% |
| 6M | -25.4% | +31.0% | -56.4% | -32.7% |
| YTD | -7.2% | +22.8% | -30.0% | -14.6% |
| 1Y | -7.9% | +25.6% | -33.5% | -15.9% |
| 3Y | +262.1% | +62.0% | +200.1% | +187.5% |
| 5Y | +525.7% | -12.8% | +538.5% | +510.5% |
| 10Y | +2,300.3% | +239.8% | +2,060.5% | +1,372.9% |
| All | +28,084.6% | +1,870.1% | +26,214.5% | +11,538.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling