+2.8%
AVGO vs U
+33.7%
-30.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +5.2% | -10.0% | -5.4% |
| 7D | +18.2% | +2.6% | +15.6% | +17.8% |
| 30D | +0.2% | +27.6% | -27.3% | -3.2% |
| 3M | -16.8% | +15.3% | -32.1% | -18.6% |
| 6M | -16.5% | +96.4% | -112.9% | -25.5% |
| YTD | +0.8% | +19.6% | -18.7% | -0.6% |
| 1Y | +2.8% | +42.1% | -39.3% | -13.7% |
| All | +2.8% | +33.7% | -30.9% | -13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling