+104.3%
AVGO vs PLTU
+142.1%
-37.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.7% | +7.7% | +3.7% |
| 7D | -0.3% | -11.6% | +11.3% | +1.2% |
| 30D | -13.8% | -4.6% | -9.2% | -13.8% |
| 3M | -6.9% | +33.7% | -40.6% | -15.0% |
| 6M | +11.9% | -9.4% | +21.3% | +7.1% |
| YTD | +6.9% | -34.7% | +41.6% | +6.7% |
| 1Y | +7.4% | -23.2% | +30.6% | +1.3% |
| All | +104.3% | +142.1% | -37.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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