+32,043.9%
AVGO vs SUI
+1,443.2%
+30,600.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.3% | +5.8% |
| 7D | +25.0% | -3.8% | +28.8% | +26.6% |
| 30D | +2.0% | +3.9% | -2.0% | -0.1% |
| 3M | -12.3% | +0.2% | -12.5% | -13.1% |
| 6M | -12.8% | -4.2% | -8.6% | -13.1% |
| YTD | +5.9% | -2.5% | +8.4% | +4.4% |
| 1Y | +3.3% | -4.0% | +7.4% | +2.5% |
| 3Y | +293.1% | +16.5% | +276.5% | +242.8% |
| 5Y | +606.7% | -27.2% | +633.9% | +652.0% |
| 10Y | +2,733.6% | +119.6% | +2,614.0% | +1,694.2% |
| All | +32,043.9% | +1,443.2% | +30,600.7% | +9,109.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling