+90.1%
AVGO vs MUU
+1,324.6%
-1,234.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.2% | +0.5% | -3.7% |
| 7D | +18.2% | +24.7% | -6.5% | +12.6% |
| 30D | +0.2% | -35.1% | +35.4% | +6.6% |
| 3M | -16.8% | -44.3% | +27.5% | -10.4% |
| 6M | -16.5% | -44.4% | +28.0% | -19.3% |
| YTD | +0.8% | +244.9% | -244.1% | -43.6% |
| 1Y | +2.8% | +365.6% | -362.8% | -48.5% |
| All | +90.1% | +1,324.6% | -1,234.5% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling