+31,416.6%
AVGO vs SPXU
-100.0%
+31,516.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.8% |
| 7D | -3.0% | -0.1% | -2.8% | -3.0% |
| 30D | -14.4% | +0.8% | -15.3% | -14.0% |
| 3M | -14.4% | -4.7% | -9.7% | -14.7% |
| 6M | +13.1% | -29.6% | +42.7% | 0.0% |
| YTD | +3.8% | -29.9% | +33.7% | -7.6% |
| 1Y | +17.8% | -39.1% | +56.9% | +0.2% |
| 3Y | +325.3% | -80.0% | +405.3% | +169.0% |
| 5Y | +689.9% | -86.0% | +776.0% | +429.9% |
| 10Y | +2,597.0% | -99.5% | +2,696.5% | +603.1% |
| All | +31,416.6% | -100.0% | +31,516.6% | +2,894.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling