+104.8%
AVGO vs PLTD
-77.2%
+182.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.0% |
| 7D | -0.8% | -0.9% | +0.2% | -1.1% |
| 30D | -13.7% | +1.3% | -15.1% | -13.1% |
| 3M | -6.9% | -32.9% | +25.9% | -15.8% |
| 6M | +5.8% | -24.9% | +30.7% | +1.5% |
| YTD | +5.7% | -18.2% | +23.9% | +6.0% |
| 1Y | +9.0% | -28.7% | +37.7% | +5.8% |
| All | +104.8% | -77.2% | +182.0% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PLTD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling