-6.8%
AVGO vs SU
+88.1%
-94.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | -2.4% |
| 7D | -7.5% | -7.1% | -0.4% | -8.0% |
| 30D | -10.2% | +4.8% | -15.0% | -9.9% |
| 3M | -22.0% | +12.5% | -34.5% | -21.5% |
| 6M | -21.6% | +6.5% | -28.0% | -20.2% |
| YTD | -5.4% | +65.8% | -71.2% | -10.5% |
| 1Y | -6.8% | +86.2% | -93.0% | -13.4% |
| All | -6.8% | +88.1% | -94.9% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling