+2,761.7%
AVGO vs SPXU
-99.5%
+2,861.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -0.1% |
| 7D | +1.0% | +6.4% | -5.3% | +4.1% |
| 30D | -13.3% | +5.9% | -19.2% | -10.7% |
| 3M | -2.9% | -11.7% | +8.8% | -7.2% |
| 6M | +5.7% | -28.7% | +34.4% | -6.6% |
| YTD | +4.6% | -26.4% | +31.0% | -5.2% |
| 1Y | -1.6% | -35.2% | +33.6% | -14.5% |
| 3Y | +336.2% | -79.8% | +416.0% | +173.6% |
| 5Y | +695.6% | -86.1% | +781.7% | +427.2% |
| All | +2,761.7% | -99.5% | +2,861.3% | +639.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling