+579.0%
AVGO vs SUI
-27.1%
+606.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.1% |
| 7D | +6.1% | -2.4% | +8.5% | +6.3% |
| 30D | -2.7% | +3.3% | -6.0% | -3.1% |
| 3M | -16.9% | +0.7% | -17.6% | -17.1% |
| 6M | -19.1% | -4.1% | -15.0% | -19.1% |
| YTD | +0.3% | -1.8% | +2.1% | -0.2% |
| 1Y | -1.2% | -4.1% | +2.9% | -1.3% |
| 3Y | +272.4% | +17.4% | +255.0% | +235.6% |
| 5Y | +579.0% | -27.0% | +606.0% | +683.9% |
| All | +579.0% | -27.1% | +606.1% | +683.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling