+262.2%
AVGO vs PATH
-25.4%
+287.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +4.1% |
| 7D | 0.0% | -2.3% | +2.2% | +0.4% |
| 30D | -8.2% | -4.8% | -3.4% | -7.4% |
| 3M | -21.3% | -17.7% | -3.6% | -19.1% |
| 6M | -22.5% | +18.9% | -41.4% | -26.6% |
| YTD | -3.6% | -21.7% | +18.2% | -1.1% |
| 1Y | -6.7% | -9.6% | +3.0% | -8.2% |
| All | +262.2% | -25.4% | +287.6% | +255.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling