+258.1%
AVGO vs PLD
+37.2%
+220.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.3% | +4.0% |
| 7D | 0.0% | +0.8% | -0.8% | -0.2% |
| 30D | -8.2% | +0.5% | -8.6% | -8.2% |
| 3M | -21.3% | -5.5% | -15.8% | -20.1% |
| 6M | -22.5% | -8.3% | -14.2% | -21.3% |
| YTD | -3.6% | +4.3% | -7.8% | -6.4% |
| 1Y | -6.7% | +7.4% | -14.1% | -10.4% |
| 3Y | +258.1% | +37.1% | +221.1% | +191.3% |
| All | +258.1% | +37.2% | +220.9% | +191.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling