+25,809.4%
AVGO vs PLUG
-81.9%
+25,891.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.4% | -6.7% | +0.2% |
| 7D | -9.9% | +5.8% | -15.8% | -10.3% |
| 30D | -22.0% | -18.5% | -3.5% | -20.8% |
| 3M | -30.0% | -30.0% | -0.1% | -28.3% |
| 6M | -30.7% | -56.2% | +25.5% | -26.8% |
| YTD | -14.7% | -26.4% | +11.7% | -14.0% |
| 1Y | -16.8% | -42.2% | +25.4% | -14.9% |
| 3Y | +244.4% | -76.8% | +321.3% | +245.6% |
| 5Y | +474.0% | -96.2% | +570.3% | +532.0% |
| 10Y | +2,122.6% | +2.1% | +2,120.5% | +1,879.3% |
| All | +25,809.4% | -81.9% | +25,891.3% | +23,398.3% |
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