+30,355.4%
AVGO vs PLD
+873.9%
+29,481.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.0% | +4.0% |
| 7D | +6.1% | -1.0% | +7.1% | +6.7% |
| 30D | -2.7% | -1.8% | -0.8% | -1.8% |
| 3M | -16.9% | -6.0% | -10.8% | -14.5% |
| 6M | -19.1% | -8.4% | -10.8% | -16.8% |
| YTD | +0.3% | +4.2% | -3.9% | -3.3% |
| 1Y | -1.2% | +6.2% | -7.4% | -5.6% |
| 3Y | +272.4% | +37.0% | +235.5% | +203.7% |
| 5Y | +579.0% | +1.2% | +577.8% | +531.3% |
| 10Y | +2,584.7% | +272.2% | +2,312.5% | +1,210.2% |
| All | +30,355.4% | +873.9% | +29,481.5% | +9,705.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling