+32,355.3%
AVGO vs EWY
+488.1%
+31,867.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +2.6% |
| 7D | -0.3% | +8.0% | -8.3% | -5.3% |
| 30D | -13.8% | +14.3% | -28.2% | -21.8% |
| 3M | -6.9% | +2.3% | -9.2% | -11.6% |
| 6M | +11.9% | +49.9% | -37.9% | -21.3% |
| YTD | +6.9% | +95.3% | -88.5% | -39.6% |
| 1Y | +7.4% | +161.7% | -154.3% | -51.1% |
| 3Y | +345.6% | +230.2% | +115.4% | +72.3% |
| 5Y | +718.9% | +148.1% | +570.8% | +282.2% |
| 10Y | +2,755.4% | +293.2% | +2,462.2% | +855.7% |
| All | +32,355.3% | +488.1% | +31,867.2% | +8,167.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWY.
Daily Out/Under-Performance
Portfolio return minus EWY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWY 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 EWY 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