+32,355.3%
AVGO vs UUUU
+4.4%
+32,350.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +1.9% | +2.9% |
| 7D | -0.3% | +2.8% | -3.1% | -0.6% |
| 30D | -13.8% | +3.4% | -17.2% | -14.3% |
| 3M | -6.9% | -3.9% | -3.0% | -6.8% |
| 6M | +11.9% | -23.2% | +35.1% | +14.1% |
| YTD | +6.9% | +0.6% | +6.3% | +4.6% |
| 1Y | +7.4% | +22.9% | -15.4% | +1.6% |
| 3Y | +345.6% | +98.6% | +246.9% | +289.2% |
| 5Y | +718.9% | +130.2% | +588.6% | +582.7% |
| 10Y | +2,755.4% | +519.5% | +2,235.9% | +1,904.7% |
| All | +32,355.3% | +4.4% | +32,350.9% | +22,155.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling