-19.1%
AVGO vs PLTD
-35.6%
+16.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.7% | +9.8% | +7.6% |
| 7D | +6.1% | -1.6% | +7.6% | +6.1% |
| 30D | -2.7% | +18.5% | -21.1% | +1.1% |
| 3M | -16.9% | -2.4% | -14.4% | -16.1% |
| 6M | -19.1% | -34.6% | +15.4% | -20.8% |
| All | -19.1% | -35.6% | +16.4% | -20.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling