-1.6%
AVGO vs PEG
-6.5%
+4.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +1.0% | -0.9% | +1.9% | +1.0% |
| 30D | -13.3% | -2.8% | -10.5% | -13.4% |
| 3M | -2.9% | -6.9% | +4.1% | -3.6% |
| 6M | +5.7% | -11.4% | +17.1% | +5.7% |
| YTD | +4.6% | -7.4% | +12.0% | +2.9% |
| 1Y | -1.6% | -8.3% | +6.6% | -3.8% |
| All | -1.6% | -6.5% | +4.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling