+696.9%
AVGO vs UUUU
+79.1%
+617.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +1.2% |
| 7D | +1.1% | -10.5% | +11.6% | +3.1% |
| 30D | -13.0% | -10.5% | -2.5% | -11.6% |
| 3M | -6.0% | -14.1% | +8.2% | -4.1% |
| 6M | +6.4% | -35.5% | +41.8% | +12.8% |
| YTD | +5.0% | -10.9% | +15.9% | +2.5% |
| 1Y | +1.4% | +3.4% | -2.0% | -6.1% |
| 3Y | +336.8% | +73.1% | +263.7% | +239.3% |
| All | +696.9% | +79.1% | +617.8% | +489.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling