+570.0%
AVGO vs URI
+203.0%
+367.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.3% | -3.5% | -4.2% |
| 7D | +18.2% | +6.7% | +11.4% | +14.9% |
| 30D | +0.2% | +8.9% | -8.6% | -3.2% |
| 3M | -16.8% | +0.5% | -17.3% | -17.2% |
| 6M | -16.5% | +20.7% | -37.1% | -23.8% |
| YTD | +0.8% | +40.0% | -39.2% | -17.2% |
| 1Y | +2.8% | +34.4% | -31.6% | -13.7% |
| 3Y | +278.5% | +149.5% | +129.1% | +130.6% |
| All | +570.0% | +203.0% | +367.0% | +233.8% |
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