+719.8%
MU vs AVGO
+18.2%
+701.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.9% |
| 7D | +9.0% | -3.0% | +11.9% | +11.6% |
| 30D | +13.8% | -14.4% | +28.3% | +28.5% |
| 3M | +2.1% | -14.4% | +16.5% | +16.3% |
| 6M | +153.8% | +13.1% | +140.7% | +142.5% |
| YTD | +256.4% | +3.8% | +252.6% | +259.0% |
| 1Y | +719.8% | +17.8% | +702.0% | +708.4% |
| All | +719.8% | +18.2% | +701.6% | +708.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 1y: compounded portfolio wealth divided by compounded AVGO 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…
1y analysis · Full analysis span regression · 6 months rolling