+17.8%
AVGO vs EWT
+99.0%
-81.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -1.4% |
| 7D | -3.0% | +4.0% | -6.9% | -6.3% |
| 30D | -14.4% | +10.3% | -24.7% | -21.7% |
| 3M | -14.4% | +6.1% | -20.5% | -19.2% |
| 6M | +13.1% | +56.6% | -43.5% | -27.8% |
| YTD | +3.8% | +76.6% | -72.8% | -46.1% |
| 1Y | +17.8% | +97.9% | -80.1% | -52.4% |
| All | +17.8% | +99.0% | -81.2% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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