+30,513.3%
AVGO vs EWT
+772.9%
+29,740.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.9% |
| 7D | +18.2% | +9.1% | +9.0% | +8.6% |
| 30D | +0.2% | -12.2% | +12.4% | +12.8% |
| 3M | -16.8% | -9.4% | -7.4% | -9.2% |
| 6M | -16.5% | +2.7% | -19.1% | -19.6% |
| YTD | +0.8% | +53.3% | -52.5% | -34.5% |
| 1Y | +2.8% | +59.2% | -56.3% | -35.3% |
| 3Y | +278.5% | +157.1% | +121.5% | +58.2% |
| 5Y | +573.1% | +119.6% | +453.5% | +225.3% |
| 10Y | +2,598.7% | +446.9% | +2,151.7% | +518.3% |
| All | +30,513.3% | +772.9% | +29,740.4% | +5,026.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling