+65.4%
AVGO vs PLTD
-76.4%
+141.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | -0.3% |
| 7D | -9.9% | +13.7% | -23.7% | -5.6% |
| 30D | -22.0% | +18.4% | -40.4% | -16.8% |
| 3M | -30.0% | -7.5% | -22.6% | -30.7% |
| 6M | -30.7% | -31.3% | +0.6% | -35.7% |
| YTD | -14.7% | -15.4% | +0.7% | -12.4% |
| 1Y | -16.8% | -18.4% | +1.6% | -14.8% |
| All | +65.4% | -76.4% | +141.8% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling