+332.9%
AVGO vs PH
+142.4%
+190.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.0% | -3.1% | +0.1% | -1.1% |
| 30D | -14.4% | -3.2% | -11.2% | -13.0% |
| 3M | -14.4% | +10.6% | -25.0% | -20.7% |
| 6M | +13.1% | -2.1% | +15.3% | +12.9% |
| YTD | +3.8% | +10.2% | -6.4% | -5.7% |
| 1Y | +17.8% | +28.2% | -10.4% | -5.3% |
| All | +332.9% | +142.4% | +190.5% | +138.6% |
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