-10.2%
AVGO vs URI
+32.9%
-43.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.9% | +1.9% | +7.3% |
| 7D | -0.9% | -4.0% | +3.2% | -0.2% |
| 30D | -11.6% | +6.8% | -18.4% | -12.4% |
| 3M | -25.2% | -2.8% | -22.4% | -24.9% |
| 6M | -25.4% | +20.9% | -46.3% | -27.4% |
| YTD | -7.2% | +40.2% | -47.4% | -15.3% |
| All | -10.2% | +32.9% | -43.1% | -15.1% |
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