+570.0%
AVGO vs PAAS
+48.6%
+521.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.6% |
| 7D | +18.2% | -8.9% | +27.1% | +20.2% |
| 30D | +0.2% | -11.4% | +11.6% | +2.4% |
| 3M | -16.8% | -20.4% | +3.6% | -13.4% |
| 6M | -16.5% | -40.7% | +24.2% | -8.6% |
| YTD | +0.8% | -26.9% | +27.8% | +4.2% |
| 1Y | +2.8% | -3.1% | +5.9% | -0.1% |
| 3Y | +278.5% | +199.3% | +79.3% | +195.1% |
| All | +570.0% | +48.6% | +521.4% | +487.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling