+31,987.2%
AVGO vs SU
+236.5%
+31,750.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.6% |
| 7D | -0.8% | +1.6% | -2.3% | -1.3% |
| 30D | -13.7% | +10.7% | -24.5% | -16.5% |
| 3M | -6.9% | +13.5% | -20.4% | -11.1% |
| 6M | +5.8% | +21.8% | -16.0% | -1.6% |
| YTD | +5.7% | +58.8% | -53.2% | -9.8% |
| 1Y | +9.0% | +72.0% | -63.0% | -9.3% |
| 3Y | +340.5% | +121.7% | +218.8% | +232.6% |
| 5Y | +711.1% | +350.4% | +360.6% | +366.2% |
| 10Y | +2,856.4% | +264.7% | +2,591.7% | +1,544.3% |
| All | +31,987.2% | +236.5% | +31,750.7% | +16,249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling