+4.3%
AVGO vs PLD
+26.4%
-22.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.1% |
| 7D | -3.0% | -2.4% | -0.6% | -3.2% |
| 30D | -14.4% | -2.4% | -12.0% | -14.7% |
| 3M | -14.4% | -3.8% | -10.6% | -14.9% |
| 6M | +13.1% | 0.0% | +13.1% | +10.0% |
| YTD | +3.8% | +9.2% | -5.4% | +1.3% |
| All | +4.3% | +26.4% | -22.1% | +0.9% |
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