+31,416.6%
AVGO vs PLUG
-72.9%
+31,489.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | 0.0% |
| 7D | -3.0% | -0.9% | -2.0% | -2.9% |
| 30D | -14.4% | +3.3% | -17.8% | -14.7% |
| 3M | -14.4% | -39.7% | +25.3% | -11.4% |
| 6M | +13.1% | -12.5% | +25.6% | +13.3% |
| YTD | +3.8% | +10.2% | -6.4% | +1.6% |
| 1Y | +17.8% | +50.7% | -32.9% | +11.1% |
| 3Y | +325.3% | -74.5% | +399.8% | +322.6% |
| 5Y | +689.9% | -91.8% | +781.7% | +724.3% |
| 10Y | +2,597.0% | +43.7% | +2,553.3% | +2,236.4% |
| All | +31,416.6% | -72.9% | +31,489.5% | +27,665.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 all: compounded portfolio wealth divided by compounded PLUG 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…
all analysis · Full analysis span regression · 6 months rolling