+718.9%
AVGO vs SBAC
-43.9%
+762.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.0% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -13.8% | +3.2% | -17.1% | -14.0% |
| 3M | -6.9% | -5.1% | -1.9% | -6.6% |
| 6M | +11.9% | -2.1% | +14.0% | +11.4% |
| YTD | +6.9% | -0.5% | +7.4% | +6.1% |
| 1Y | +7.4% | +1.1% | +6.3% | +6.2% |
| 3Y | +345.6% | -7.4% | +353.0% | +330.2% |
| 5Y | +718.9% | -44.3% | +763.2% | +857.0% |
| All | +718.9% | -43.9% | +762.8% | +857.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling