+2,770.9%
AVGO vs PNC
+279.5%
+2,491.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +1.1% | -0.6% | +1.7% | +1.4% |
| 30D | -13.0% | -4.4% | -8.6% | -11.3% |
| 3M | -6.0% | +5.2% | -11.2% | -8.5% |
| 6M | +6.4% | +20.6% | -14.3% | -3.3% |
| YTD | +5.0% | +19.8% | -14.8% | -4.6% |
| 1Y | +1.4% | +24.4% | -23.0% | -9.7% |
| 3Y | +336.8% | +131.2% | +205.6% | +183.5% |
| 5Y | +698.2% | +53.1% | +645.1% | +520.2% |
| All | +2,770.9% | +279.5% | +2,491.4% | +1,457.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling