+31,416.6%
AVGO vs BUD
+193.4%
+31,223.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.0% | +0.3% | -3.2% | -3.1% |
| 30D | -14.4% | -5.7% | -8.8% | -12.4% |
| 3M | -14.4% | +3.1% | -17.5% | -16.0% |
| 6M | +13.1% | +7.9% | +5.3% | +8.6% |
| YTD | +3.8% | +27.3% | -23.5% | -7.5% |
| 1Y | +17.8% | +37.8% | -20.0% | +0.8% |
| 3Y | +325.3% | +49.8% | +275.4% | +239.6% |
| 5Y | +689.9% | +43.8% | +646.1% | +528.5% |
| 10Y | +2,597.0% | -22.6% | +2,619.6% | +2,533.5% |
| All | +31,416.6% | +193.4% | +31,223.2% | +17,165.7% |
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