+2,798.6%
AVGO vs PAAS
+207.5%
+2,591.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.1% | +9.7% | +6.2% |
| 7D | +25.0% | -7.0% | +32.0% | +26.3% |
| 30D | +2.0% | -15.3% | +17.3% | +4.6% |
| 3M | -12.3% | -27.7% | +15.5% | -8.0% |
| 6M | -12.8% | -40.5% | +27.7% | -6.1% |
| YTD | +5.9% | -26.5% | +32.4% | +8.9% |
| 1Y | +3.3% | -0.8% | +4.1% | +1.1% |
| 3Y | +293.1% | +196.9% | +96.1% | +221.7% |
| 5Y | +606.7% | +49.2% | +557.6% | +517.5% |
| All | +2,798.6% | +207.5% | +2,591.2% | +2,184.5% |
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