+670.6%
AVGO vs PATH
-80.2%
+750.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.2% | +8.9% | +8.8% |
| 7D | -0.9% | -2.7% | +1.8% | -0.3% |
| 30D | -11.6% | -3.7% | -7.9% | -11.0% |
| 3M | -25.2% | -13.8% | -11.4% | -23.8% |
| 6M | -25.4% | +20.3% | -45.7% | -29.5% |
| YTD | -7.2% | -20.8% | +13.6% | -5.7% |
| 1Y | -7.9% | -9.2% | +1.3% | -9.7% |
| 3Y | +262.1% | -21.8% | +283.9% | +245.3% |
| 5Y | +525.7% | -77.4% | +603.1% | +544.5% |
| All | +670.6% | -80.2% | +750.8% | +700.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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