+31,416.6%
AVGO vs PEG
+337.5%
+31,079.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -3.0% | +0.7% | -3.6% | -3.3% |
| 30D | -14.4% | -2.4% | -12.0% | -13.5% |
| 3M | -14.4% | -4.8% | -9.6% | -13.0% |
| 6M | +13.1% | -10.7% | +23.8% | +18.3% |
| YTD | +3.8% | -6.7% | +10.5% | +6.1% |
| 1Y | +17.8% | -6.8% | +24.6% | +20.1% |
| 3Y | +325.3% | +34.5% | +290.8% | +262.7% |
| 5Y | +689.9% | +35.8% | +654.2% | +562.2% |
| 10Y | +2,597.0% | +141.7% | +2,455.3% | +1,574.4% |
| All | +31,416.6% | +337.5% | +31,079.1% | +13,176.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling