+2,798.6%
AVGO vs SUI
+120.9%
+2,677.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.3% | +5.8% |
| 7D | +25.0% | -3.8% | +28.8% | +26.4% |
| 30D | +2.0% | +3.9% | -2.0% | +0.2% |
| 3M | -12.3% | +0.2% | -12.5% | -13.0% |
| 6M | -12.8% | -4.2% | -8.6% | -13.1% |
| YTD | +5.9% | -2.5% | +8.4% | +4.6% |
| 1Y | +3.3% | -4.0% | +7.4% | +2.6% |
| 3Y | +293.1% | +16.5% | +276.5% | +243.0% |
| 5Y | +606.7% | -27.2% | +633.9% | +663.6% |
| All | +2,798.6% | +120.9% | +2,677.7% | +1,907.0% |
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