+570.0%
AVGO vs UPS
-33.1%
+603.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.8% | -6.6% | -5.3% |
| 7D | +18.2% | +3.8% | +14.4% | +16.8% |
| 30D | +0.2% | +17.4% | -17.1% | -4.7% |
| 3M | -16.8% | +8.2% | -25.0% | -19.0% |
| 6M | -16.5% | +17.9% | -34.4% | -21.7% |
| YTD | +0.8% | +18.7% | -17.9% | -6.8% |
| 1Y | +2.8% | +24.8% | -22.0% | -6.9% |
| 3Y | +278.5% | -4.5% | +283.1% | +255.9% |
| All | +570.0% | -33.1% | +603.1% | +658.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 5y: compounded portfolio wealth divided by compounded UPS 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…
5y analysis · Full analysis span regression · 6 months rolling