+2.8%
AVGO vs MUU
+341.8%
-339.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.2% | +0.5% | -4.0% |
| 7D | +18.2% | +24.7% | -6.5% | +13.9% |
| 30D | +0.2% | -35.1% | +35.4% | +4.9% |
| 3M | -16.8% | -44.3% | +27.5% | -12.1% |
| 6M | -16.5% | -44.4% | +28.0% | -16.6% |
| YTD | +0.8% | +244.9% | -244.1% | -28.6% |
| 1Y | +2.8% | +365.6% | -362.8% | -33.9% |
| All | +2.8% | +341.8% | -339.0% | -33.9% |
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