+14,548.3%
AVGO vs PBF
+303.9%
+14,244.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -3.0% | +4.3% | -7.2% | -3.5% |
| 30D | -14.4% | +22.0% | -36.4% | -16.8% |
| 3M | -14.4% | +74.5% | -88.9% | -21.2% |
| 6M | +13.1% | +67.7% | -54.6% | +3.6% |
| YTD | +3.8% | +179.2% | -175.4% | -12.3% |
| 1Y | +17.8% | +170.0% | -152.2% | -0.9% |
| 3Y | +325.3% | +66.4% | +258.9% | +270.9% |
| 5Y | +689.9% | +764.5% | -74.6% | +408.0% |
| 10Y | +2,597.0% | +358.5% | +2,238.5% | +1,488.2% |
| All | +14,548.3% | +303.9% | +14,244.4% | +8,498.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling