-16.8%
AVGO vs PLD
+5.4%
-22.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +0.6% |
| 7D | -9.9% | -0.8% | -9.1% | -9.9% |
| 30D | -22.0% | -0.3% | -21.7% | -21.8% |
| 3M | -30.0% | -8.0% | -22.0% | -30.7% |
| 6M | -30.7% | -9.8% | -20.9% | -31.9% |
| YTD | -14.7% | +1.8% | -16.5% | -16.9% |
| 1Y | -16.8% | +5.6% | -22.4% | -16.8% |
| All | -16.8% | +5.4% | -22.2% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling