+2,761.7%
AVGO vs UUUU
+495.2%
+2,266.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | 0.0% |
| 7D | +1.0% | -5.0% | +6.0% | +1.8% |
| 30D | -13.3% | -7.8% | -5.5% | -12.5% |
| 3M | -2.9% | -0.4% | -2.4% | -3.3% |
| 6M | +5.7% | -32.9% | +38.6% | +10.7% |
| YTD | +4.6% | -6.3% | +10.9% | +2.2% |
| 1Y | -1.6% | +7.9% | -9.6% | -7.7% |
| 3Y | +336.2% | +85.2% | +251.0% | +257.8% |
| 5Y | +695.6% | +97.0% | +598.7% | +514.2% |
| All | +2,761.7% | +495.2% | +2,266.6% | +1,573.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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