+31,987.2%
AVGO vs PBR
+96.4%
+31,890.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -0.8% | +0.3% | -1.1% | -0.8% |
| 30D | -13.7% | +17.5% | -31.3% | -16.6% |
| 3M | -6.9% | +20.9% | -27.8% | -10.7% |
| 6M | +5.8% | +20.2% | -14.5% | +1.1% |
| YTD | +5.7% | +84.3% | -78.6% | -7.7% |
| 1Y | +9.0% | +77.1% | -68.1% | -4.1% |
| 3Y | +340.5% | +100.8% | +239.7% | +271.6% |
| 5Y | +711.1% | +556.1% | +154.9% | +407.4% |
| 10Y | +2,856.4% | +676.1% | +2,180.4% | +1,481.7% |
| All | +31,987.2% | +96.4% | +31,890.9% | +21,768.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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