+2,584.7%
AVGO vs PBF
+261.5%
+2,323.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.8% | -1.8% | +3.3% |
| 7D | +6.1% | -4.0% | +10.0% | +6.6% |
| 30D | -2.7% | -18.0% | +15.3% | -0.5% |
| 3M | -16.9% | +0.9% | -17.8% | -17.4% |
| 6M | -19.1% | +65.7% | -84.9% | -25.1% |
| YTD | +0.3% | +161.9% | -161.6% | -14.3% |
| 1Y | -1.2% | +77.8% | -79.0% | -11.1% |
| 3Y | +272.4% | +74.9% | +197.6% | +223.4% |
| 5Y | +579.0% | +423.4% | +155.6% | +380.0% |
| 10Y | +2,584.7% | +255.2% | +2,329.6% | +1,734.5% |
| All | +2,584.7% | +261.5% | +2,323.3% | +1,734.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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