-1.6%
AVGO vs EWT
+82.5%
-84.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.6% | +1.2% |
| 7D | +1.0% | -1.1% | +2.1% | +1.9% |
| 30D | -13.3% | +4.8% | -18.1% | -16.9% |
| 3M | -2.9% | +11.1% | -14.0% | -12.3% |
| 6M | +5.7% | +54.6% | -48.9% | -30.6% |
| YTD | +4.6% | +71.4% | -66.8% | -42.3% |
| 1Y | -1.6% | +82.1% | -83.8% | -49.5% |
| All | -1.6% | +82.5% | -84.1% | -49.5% |
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