+560.9%
AVGO vs MUB
+2.9%
+558.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.3% |
| 7D | 0.0% | +0.6% | -0.7% | -0.7% |
| 30D | -8.2% | +3.4% | -11.6% | -11.4% |
| 3M | -21.3% | -0.7% | -20.6% | -20.5% |
| 6M | -22.5% | -1.0% | -21.6% | -21.5% |
| YTD | -3.6% | 0.0% | -3.5% | -3.2% |
| 1Y | -6.7% | +0.4% | -7.1% | -6.6% |
| 3Y | +258.1% | +10.5% | +247.7% | +217.1% |
| 5Y | +560.9% | +3.1% | +557.8% | +536.8% |
| All | +560.9% | +2.9% | +558.0% | +536.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling