+25,809.4%
AVGO vs BUD
+206.6%
+25,602.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.3% |
| 7D | -9.9% | +4.5% | -14.4% | -11.8% |
| 30D | -22.0% | +12.5% | -34.5% | -26.2% |
| 3M | -30.0% | 0.0% | -30.0% | -30.6% |
| 6M | -30.7% | +3.8% | -34.5% | -32.7% |
| YTD | -14.7% | +33.1% | -47.7% | -25.9% |
| 1Y | -16.8% | +35.5% | -52.3% | -28.6% |
| 3Y | +244.4% | +49.4% | +195.0% | +174.6% |
| 5Y | +474.0% | +48.0% | +426.0% | +350.0% |
| 10Y | +2,122.6% | -8.6% | +2,131.1% | +1,891.9% |
| All | +25,809.4% | +206.6% | +25,602.8% | +13,730.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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