+2,062.4%
AVGO vs SUI
+115.7%
+1,946.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | -9.9% | +6.2% | -16.1% | -11.7% |
| 30D | -22.0% | +8.6% | -30.6% | -24.3% |
| 3M | -30.0% | +1.0% | -31.0% | -30.7% |
| 6M | -30.7% | -2.6% | -28.1% | -31.2% |
| YTD | -14.7% | -0.1% | -14.5% | -16.3% |
| 1Y | -16.8% | +0.5% | -17.3% | -18.6% |
| 3Y | +244.4% | +15.3% | +229.2% | +203.4% |
| 5Y | +474.0% | -26.1% | +500.2% | +519.0% |
| All | +2,062.4% | +115.7% | +1,946.7% | +1,361.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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