+606.7%
AVGO vs PLD
-0.1%
+606.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.7% | +6.0% |
| 7D | +25.0% | 0.0% | +25.0% | +25.0% |
| 30D | +2.0% | -3.7% | +5.7% | +3.5% |
| 3M | -12.3% | -7.9% | -4.3% | -9.5% |
| 6M | -12.8% | -9.2% | -3.6% | -10.4% |
| YTD | +5.9% | +3.1% | +2.8% | +2.6% |
| 1Y | +3.3% | +6.2% | -2.9% | -1.3% |
| 3Y | +293.1% | +35.4% | +257.7% | +220.1% |
| 5Y | +606.7% | +0.1% | +606.6% | +527.0% |
| All | +606.7% | -0.1% | +606.8% | +527.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling