+30,355.4%
AVGO vs MUB
+64.5%
+30,290.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.8% |
| 7D | +6.1% | +0.4% | +5.6% | +5.7% |
| 30D | -2.7% | +3.9% | -6.6% | -5.6% |
| 3M | -16.9% | -0.2% | -16.7% | -16.8% |
| 6M | -19.1% | -0.4% | -18.8% | -18.9% |
| YTD | +0.3% | +0.5% | -0.2% | 0.0% |
| 1Y | -1.2% | +0.7% | -1.9% | -1.6% |
| 3Y | +272.4% | +11.1% | +261.3% | +242.6% |
| 5Y | +579.0% | +3.7% | +575.3% | +555.6% |
| 10Y | +2,584.7% | +22.9% | +2,561.8% | +2,455.0% |
| All | +30,355.4% | +64.5% | +30,290.8% | +25,173.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling