+14,839.8%
AVGO vs PBF
+287.3%
+14,552.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.2% | +3.3% | +5.3% |
| 7D | +25.0% | +4.3% | +20.7% | +24.3% |
| 30D | +2.0% | -21.8% | +23.8% | +5.1% |
| 3M | -12.3% | +1.7% | -14.0% | -13.0% |
| 6M | -12.8% | +69.8% | -82.6% | -19.8% |
| YTD | +5.9% | +167.7% | -161.9% | -10.5% |
| 1Y | +3.3% | +89.0% | -85.6% | -8.3% |
| 3Y | +293.1% | +78.8% | +214.3% | +238.3% |
| 5Y | +606.7% | +415.4% | +191.3% | +393.6% |
| 10Y | +2,733.6% | +263.1% | +2,470.5% | +1,642.2% |
| All | +14,839.8% | +287.3% | +14,552.5% | +8,677.4% |
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