+2,856.4%
AVGO vs MUB
+17.4%
+2,839.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.4% |
| 7D | -0.8% | -0.7% | -0.1% | +0.2% |
| 30D | -13.7% | -2.0% | -11.8% | -11.2% |
| 3M | -6.9% | -2.5% | -4.4% | -3.4% |
| 6M | +5.8% | -2.3% | +8.1% | +9.6% |
| YTD | +5.7% | -1.3% | +7.0% | +7.8% |
| 1Y | +9.0% | +1.1% | +7.9% | +7.7% |
| 3Y | +340.5% | +8.2% | +332.3% | +290.7% |
| 5Y | +711.1% | +1.5% | +709.6% | +694.3% |
| 10Y | +2,856.4% | +17.6% | +2,838.8% | +2,787.0% |
| All | +2,856.4% | +17.4% | +2,839.0% | +2,787.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling