+1.4%
AVGO vs MUU
+1,914.7%
-1,913.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +1.1% | -8.2% | +9.4% | +2.2% |
| 30D | -13.0% | +10.2% | -23.2% | -14.8% |
| 3M | -6.0% | -26.5% | +20.5% | -7.2% |
| 6M | +6.4% | +227.2% | -220.9% | -19.3% |
| YTD | +5.0% | +527.4% | -522.4% | -32.2% |
| 1Y | +1.4% | +1,843.7% | -1,842.3% | -46.5% |
| All | +1.4% | +1,914.7% | -1,913.3% | -46.5% |
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