+2,584.7%
AVGO vs PLD
+269.0%
+2,315.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.0% | +4.0% |
| 7D | +6.1% | -1.0% | +7.1% | +6.7% |
| 30D | -2.7% | -1.8% | -0.8% | -1.8% |
| 3M | -16.9% | -6.0% | -10.8% | -14.5% |
| 6M | -19.1% | -8.4% | -10.8% | -16.8% |
| YTD | +0.3% | +4.2% | -3.9% | -3.5% |
| 1Y | -1.2% | +6.2% | -7.4% | -5.9% |
| 3Y | +272.4% | +37.0% | +235.5% | +198.7% |
| 5Y | +579.0% | +1.2% | +577.8% | +527.1% |
| 10Y | +2,584.7% | +272.2% | +2,312.5% | +1,314.3% |
| All | +2,584.7% | +269.0% | +2,315.7% | +1,314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling