+28,613.9%
AVGO vs USB
+340.2%
+28,273.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.9% |
| 7D | -7.5% | +2.4% | -9.9% | -8.6% |
| 30D | -10.2% | +6.6% | -16.8% | -13.1% |
| 3M | -22.0% | -4.1% | -17.9% | -20.8% |
| 6M | -21.6% | +12.5% | -34.1% | -26.9% |
| YTD | -5.4% | +17.6% | -23.1% | -14.1% |
| 1Y | -6.8% | +36.5% | -43.3% | -21.4% |
| 3Y | +280.9% | +95.4% | +185.5% | +163.9% |
| 5Y | +548.1% | +26.1% | +522.0% | +438.4% |
| 10Y | +2,363.2% | +101.3% | +2,261.9% | +1,324.2% |
| All | +28,613.9% | +340.2% | +28,273.7% | +10,460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling