+2,755.4%
AVGO vs PAAS
+197.3%
+2,558.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.6% | +3.1% |
| 7D | -0.3% | +2.0% | -2.3% | -0.7% |
| 30D | -13.8% | -0.1% | -13.8% | -14.1% |
| 3M | -6.9% | +8.2% | -15.2% | -8.6% |
| 6M | +11.9% | -13.8% | +25.7% | +13.5% |
| YTD | +6.9% | -0.6% | +7.5% | +5.0% |
| 1Y | +7.4% | +44.0% | -36.6% | -0.9% |
| 3Y | +345.6% | +246.6% | +99.0% | +254.6% |
| 5Y | +718.9% | +116.1% | +602.8% | +577.5% |
| 10Y | +2,755.4% | +202.7% | +2,552.6% | +2,115.0% |
| All | +2,755.4% | +197.3% | +2,558.0% | +2,115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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