+244.4%
AVGO vs PAAS
+182.2%
+62.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.4% |
| 7D | -9.9% | +8.4% | -18.3% | -11.6% |
| 30D | -22.0% | -7.2% | -14.8% | -20.8% |
| 3M | -30.0% | -14.0% | -16.0% | -28.2% |
| 6M | -30.7% | -26.8% | -4.0% | -26.9% |
| YTD | -14.7% | -19.8% | +5.1% | -13.5% |
| 1Y | -16.8% | +22.8% | -39.6% | -24.1% |
| 3Y | +244.4% | +183.6% | +60.8% | +173.0% |
| All | +244.4% | +182.2% | +62.3% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling