+695.6%
AVGO vs PNC
+50.6%
+645.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.4% |
| 7D | +1.0% | -0.9% | +1.9% | +1.4% |
| 30D | -13.3% | -4.4% | -8.9% | -11.7% |
| 3M | -2.9% | +5.3% | -8.2% | -5.2% |
| 6M | +5.7% | +19.6% | -13.9% | -2.6% |
| YTD | +4.6% | +19.1% | -14.5% | -3.9% |
| 1Y | -1.6% | +24.3% | -26.0% | -11.5% |
| 3Y | +336.2% | +132.2% | +204.0% | +193.6% |
| 5Y | +695.6% | +52.3% | +643.3% | +551.2% |
| All | +695.6% | +50.6% | +645.0% | +551.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling