+536.2%
AVGO vs PATH
-77.2%
+613.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.9% | -4.9% | -2.6% |
| 7D | -7.5% | -4.8% | -2.7% | -6.6% |
| 30D | -10.2% | +2.7% | -12.9% | -10.8% |
| 3M | -22.0% | -4.2% | -17.8% | -22.2% |
| 6M | -21.6% | +24.7% | -46.3% | -26.7% |
| YTD | -5.4% | -17.6% | +12.1% | -4.6% |
| 1Y | -6.8% | -5.3% | -1.5% | -9.6% |
| 3Y | +280.9% | -22.0% | +302.9% | +261.4% |
| All | +536.2% | -77.2% | +613.4% | +555.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling