+31,416.6%
AVGO vs MUB
+62.4%
+31,354.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.3% |
| 30D | -14.4% | -1.4% | -13.0% | -13.4% |
| 3M | -14.4% | -2.2% | -12.3% | -12.9% |
| 6M | +13.1% | -1.9% | +15.0% | +15.0% |
| YTD | +3.8% | -0.8% | +4.6% | +4.6% |
| 1Y | +17.8% | +2.7% | +15.0% | +15.7% |
| 3Y | +325.3% | +8.6% | +316.7% | +298.5% |
| 5Y | +689.9% | +2.0% | +687.9% | +672.7% |
| 10Y | +2,597.0% | +17.9% | +2,579.1% | +2,479.7% |
| All | +31,416.6% | +62.4% | +31,354.2% | +26,337.9% |
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