+711.1%
AVGO vs PEG
+33.9%
+677.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -0.8% | -0.1% | -0.7% | -0.7% |
| 30D | -13.7% | -1.7% | -12.0% | -13.2% |
| 3M | -6.9% | -6.8% | -0.2% | -4.6% |
| 6M | +5.8% | -11.4% | +17.1% | +10.6% |
| YTD | +5.7% | -7.2% | +12.9% | +7.9% |
| 1Y | +9.0% | -6.1% | +15.2% | +10.4% |
| 3Y | +340.5% | +31.8% | +308.8% | +292.4% |
| 5Y | +711.1% | +35.6% | +675.5% | +604.6% |
| All | +711.1% | +33.9% | +677.2% | +604.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling