+560.9%
AVGO vs USB
+25.6%
+535.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.0% |
| 7D | 0.0% | +1.4% | -1.5% | -0.4% |
| 30D | -8.2% | +6.4% | -14.6% | -10.1% |
| 3M | -21.3% | -4.5% | -16.8% | -20.1% |
| 6M | -22.5% | +11.4% | -33.9% | -26.0% |
| YTD | -3.6% | +17.1% | -20.6% | -9.9% |
| 1Y | -6.7% | +32.6% | -39.3% | -17.0% |
| 3Y | +258.1% | +101.8% | +156.3% | +172.4% |
| 5Y | +560.9% | +25.1% | +535.7% | +508.1% |
| All | +560.9% | +25.6% | +535.3% | +508.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling