+1,029.7%
AVGO vs U
-44.5%
+1,074.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -3.0% | -3.8% | +0.9% | -2.3% |
| 30D | -14.4% | +17.5% | -31.9% | -17.3% |
| 3M | -14.4% | +38.7% | -53.2% | -19.9% |
| 6M | +13.1% | +104.4% | -91.3% | -2.2% |
| YTD | +3.8% | -5.7% | +9.5% | +1.3% |
| 1Y | +17.8% | +3.7% | +14.1% | +12.2% |
| 3Y | +325.3% | +12.3% | +312.9% | +274.7% |
| 5Y | +689.9% | -68.8% | +758.7% | +680.2% |
| All | +1,029.7% | -44.5% | +1,074.1% | +894.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling