+570.0%
AVGO vs PLD
+0.2%
+569.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | +18.2% | +1.3% | +16.8% | +17.6% |
| 30D | +0.2% | -1.4% | +1.6% | +0.8% |
| 3M | -16.8% | -8.2% | -8.6% | -14.0% |
| 6M | -16.5% | -8.0% | -8.5% | -14.7% |
| YTD | +0.8% | +3.2% | -2.3% | -2.3% |
| 1Y | +2.8% | +7.0% | -4.2% | -2.1% |
| 3Y | +278.5% | +38.3% | +240.3% | +204.9% |
| All | +570.0% | +0.2% | +569.9% | +499.3% |
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 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