+278.5%
AVGO vs PH
+135.5%
+143.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.7% | -4.7% |
| 7D | +18.2% | +4.3% | +13.8% | +14.9% |
| 30D | +0.2% | +0.1% | +0.1% | +0.1% |
| 3M | -16.8% | -9.4% | -7.4% | -11.3% |
| 6M | -16.5% | +8.8% | -25.2% | -22.3% |
| YTD | +0.8% | +9.6% | -8.8% | -8.7% |
| 1Y | +2.8% | +14.4% | -11.6% | -10.0% |
| 3Y | +278.5% | +134.5% | +144.0% | +92.1% |
| All | +278.5% | +135.5% | +143.0% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 3y: compounded portfolio wealth divided by compounded PH 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…
3y analysis · Full analysis span regression · 6 months rolling