+2.8%
AVGO vs USB
+32.7%
-29.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.6% | -4.8% |
| 7D | +18.2% | +2.6% | +15.6% | +18.0% |
| 30D | +0.2% | +8.4% | -8.2% | +0.2% |
| 3M | -16.8% | -5.5% | -11.3% | -16.4% |
| 6M | -16.5% | +17.7% | -34.2% | -17.7% |
| YTD | +0.8% | +17.6% | -16.7% | -1.0% |
| 1Y | +2.8% | +33.9% | -31.0% | -1.5% |
| All | +2.8% | +32.7% | -29.9% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling