+31,416.6%
AVGO vs UNP
+1,303.8%
+30,112.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.0% | -5.3% | +2.4% | +0.1% |
| 30D | -14.4% | -1.5% | -12.9% | -13.8% |
| 3M | -14.4% | +10.3% | -24.7% | -20.1% |
| 6M | +13.1% | +9.7% | +3.5% | +5.1% |
| YTD | +3.8% | +27.1% | -23.3% | -12.2% |
| 1Y | +17.8% | +32.6% | -14.8% | -3.7% |
| 3Y | +325.3% | +40.0% | +285.3% | +228.1% |
| 5Y | +689.9% | +50.8% | +639.1% | +465.5% |
| 10Y | +2,597.0% | +278.6% | +2,318.4% | +932.5% |
| All | +31,416.6% | +1,303.8% | +30,112.8% | +5,566.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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