+2,798.6%
AVGO vs URI
+1,189.9%
+1,608.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.6% | +6.0% |
| 7D | +25.0% | +9.3% | +15.7% | +20.5% |
| 30D | +2.0% | +7.6% | -5.6% | -0.9% |
| 3M | -12.3% | +1.0% | -13.3% | -12.9% |
| 6M | -12.8% | +19.8% | -32.7% | -19.9% |
| YTD | +5.9% | +41.9% | -36.0% | -12.1% |
| 1Y | +3.3% | +33.4% | -30.0% | -11.9% |
| 3Y | +293.1% | +156.0% | +137.1% | +150.6% |
| 5Y | +606.7% | +209.5% | +397.2% | +301.3% |
| All | +2,798.6% | +1,189.9% | +1,608.8% | +870.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling