+2.8%
AVGO vs PLTD
-18.9%
+21.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.2% | -6.9% | -4.2% |
| 7D | +18.2% | -4.8% | +22.9% | +16.9% |
| 30D | +0.2% | +16.9% | -16.6% | +4.8% |
| 3M | -16.8% | +2.6% | -19.4% | -15.1% |
| 6M | -16.5% | -36.2% | +19.8% | -21.5% |
| YTD | +0.8% | -19.4% | +20.2% | +6.9% |
| 1Y | +2.8% | -22.5% | +25.4% | +5.6% |
| All | +2.8% | -18.9% | +21.7% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling