+474.0%
AVGO vs PATH
-76.8%
+550.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -9.9% | -5.3% | -4.6% | -8.9% |
| 30D | -22.0% | -0.5% | -21.5% | -21.9% |
| 3M | -30.0% | -7.1% | -22.9% | -29.7% |
| 6M | -30.7% | +23.8% | -54.5% | -35.1% |
| YTD | -14.7% | -20.7% | +6.0% | -13.2% |
| 1Y | -16.8% | -8.1% | -8.7% | -18.8% |
| 3Y | +244.4% | -21.8% | +266.3% | +226.7% |
| All | +474.0% | -76.8% | +550.8% | +506.6% |
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