+739.7%
AVGO vs PL
+84.9%
+654.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -3.0% | -9.3% | +6.4% | -1.5% |
| 30D | -14.4% | -18.9% | +4.5% | -11.7% |
| 3M | -14.4% | -58.4% | +43.9% | -3.4% |
| 6M | +13.1% | -30.3% | +43.4% | +16.0% |
| YTD | +3.8% | -8.1% | +11.9% | +1.2% |
| 1Y | +17.8% | +180.5% | -162.7% | -7.1% |
| 3Y | +325.3% | +444.1% | -118.9% | +183.6% |
| 5Y | +689.9% | +83.0% | +606.9% | +433.6% |
| All | +739.7% | +84.9% | +654.8% | +466.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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