+17.8%
AVGO vs MUU
+3,255.9%
-3,238.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.6% | -11.4% | -1.4% |
| 7D | -3.0% | +17.4% | -20.3% | -5.3% |
| 30D | -14.4% | +24.0% | -38.4% | -17.6% |
| 3M | -14.4% | -23.9% | +9.5% | -16.7% |
| 6M | +13.1% | +284.4% | -271.3% | -16.9% |
| YTD | +3.8% | +583.7% | -579.9% | -34.3% |
| 1Y | +17.8% | +2,981.5% | -2,963.7% | -42.3% |
| All | +17.8% | +3,255.9% | -3,238.1% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling