+1,050.1%
AVGO vs U
-43.3%
+1,093.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -0.8% | +4.4% | -5.1% | -1.6% |
| 30D | -13.7% | -1.3% | -12.4% | -13.6% |
| 3M | -6.9% | +49.6% | -56.5% | -14.2% |
| 6M | +5.8% | +100.2% | -94.4% | -8.2% |
| YTD | +5.7% | -3.7% | +9.4% | +2.7% |
| 1Y | +9.0% | -6.5% | +15.5% | +5.8% |
| 3Y | +340.5% | +12.9% | +327.6% | +287.8% |
| 5Y | +711.1% | -68.3% | +779.3% | +698.6% |
| All | +1,050.1% | -43.3% | +1,093.4% | +908.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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