+691.7%
AVGO vs URI
+200.7%
+491.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.5% |
| 7D | -3.0% | -2.0% | -1.0% | -2.2% |
| 30D | -14.4% | -12.9% | -1.5% | -9.5% |
| 3M | -14.4% | -6.7% | -7.7% | -12.5% |
| 6M | +13.1% | +19.0% | -5.9% | +2.0% |
| YTD | +3.8% | +25.5% | -21.7% | -10.4% |
| 1Y | +17.8% | +5.5% | +12.2% | +10.6% |
| 3Y | +325.3% | +111.3% | +213.9% | +180.0% |
| All | +691.7% | +200.7% | +491.0% | +308.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling