+718.9%
AVGO vs PH
+252.1%
+466.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -13.8% | -10.8% | -3.0% | -7.5% |
| 3M | -6.9% | +8.5% | -15.4% | -12.4% |
| 6M | +11.9% | +3.9% | +8.0% | +7.2% |
| YTD | +6.9% | +9.4% | -2.5% | -1.8% |
| 1Y | +7.4% | +26.8% | -19.4% | -11.4% |
| 3Y | +345.6% | +140.8% | +204.8% | +142.4% |
| 5Y | +718.9% | +253.8% | +465.1% | +241.4% |
| All | +718.9% | +252.1% | +466.8% | +241.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling