+30,513.3%
AVGO vs SPXU
-100.0%
+30,613.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -6.0% | -4.2% |
| 7D | +18.2% | -7.6% | +25.7% | +14.4% |
| 30D | +0.2% | +5.3% | -5.1% | +4.5% |
| 3M | -16.8% | +9.6% | -26.4% | -11.2% |
| 6M | -16.5% | -4.5% | -11.9% | -14.6% |
| YTD | +0.8% | -25.9% | +26.7% | -5.9% |
| 1Y | +2.8% | -28.9% | +31.7% | -5.0% |
| 3Y | +278.5% | -80.5% | +359.0% | +140.3% |
| 5Y | +573.1% | -83.4% | +656.4% | +394.4% |
| 10Y | +2,598.7% | -99.5% | +2,698.2% | +634.4% |
| All | +30,513.3% | -100.0% | +30,613.3% | +2,949.8% |
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