+2,062.4%
AVGO vs USB
+92.8%
+1,969.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -9.9% | 0.0% | -9.9% | -9.9% |
| 30D | -22.0% | +5.8% | -27.8% | -23.9% |
| 3M | -30.0% | -6.0% | -24.1% | -28.5% |
| 6M | -30.7% | +7.8% | -38.5% | -33.5% |
| YTD | -14.7% | +14.6% | -29.3% | -20.4% |
| 1Y | -16.8% | +31.8% | -48.6% | -26.9% |
| 3Y | +244.4% | +91.5% | +152.9% | +155.2% |
| 5Y | +474.0% | +22.0% | +452.0% | +402.1% |
| All | +2,062.4% | +92.8% | +1,969.6% | +1,701.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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