+107.2%
AVGO vs PLTD
-77.3%
+184.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +3.7% |
| 7D | -0.3% | +4.5% | -4.8% | +1.2% |
| 30D | -13.8% | -0.7% | -13.1% | -13.8% |
| 3M | -6.9% | -31.0% | +24.1% | -14.9% |
| 6M | +11.9% | -24.8% | +36.8% | +7.5% |
| YTD | +6.9% | -18.6% | +25.4% | +7.1% |
| 1Y | +7.4% | -31.8% | +39.2% | +2.4% |
| All | +107.2% | -77.3% | +184.5% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling