+2,664.2%
AVGO vs SUI
+108.4%
+2,555.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.0% | -2.8% | -0.1% | -2.1% |
| 30D | -14.4% | -1.2% | -13.3% | -14.2% |
| 3M | -14.4% | -1.7% | -12.7% | -14.7% |
| 6M | +13.1% | -10.5% | +23.6% | +16.3% |
| YTD | +3.8% | -1.8% | +5.6% | +3.0% |
| 1Y | +17.8% | -4.1% | +21.9% | +17.3% |
| 3Y | +325.3% | +11.3% | +314.0% | +281.0% |
| 5Y | +689.9% | -32.1% | +722.0% | +787.5% |
| All | +2,664.2% | +108.4% | +2,555.9% | +1,874.6% |
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