-6.8%
AVGO vs URI
+33.3%
-40.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.3% |
| 7D | -7.5% | -4.3% | -3.2% | -6.8% |
| 30D | -10.2% | +4.6% | -14.8% | -10.8% |
| 3M | -22.0% | -2.1% | -19.9% | -21.8% |
| 6M | -21.6% | +21.9% | -43.5% | -23.6% |
| YTD | -5.4% | +39.7% | -45.1% | -13.4% |
| 1Y | -6.8% | +32.9% | -39.7% | -11.4% |
| All | -6.8% | +33.3% | -40.1% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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