+99.3%
AVGO vs MUU
+2,789.9%
-2,690.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.6% | -2.2% |
| 7D | -0.8% | +15.0% | -15.8% | -3.6% |
| 30D | -13.7% | +36.8% | -50.5% | -19.7% |
| 3M | -6.9% | -8.5% | +1.6% | -13.2% |
| 6M | +5.8% | +320.7% | -315.0% | -35.7% |
| YTD | +5.7% | +599.7% | -594.0% | -46.8% |
| 1Y | +9.0% | +2,569.2% | -2,560.2% | -65.2% |
| All | +99.3% | +2,789.9% | -2,690.6% | -47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling