+31,416.6%
AVGO vs PNC
+840.2%
+30,576.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.0% | +1.4% | -4.3% | -3.6% |
| 30D | -14.4% | -3.8% | -10.6% | -12.9% |
| 3M | -14.4% | +9.0% | -23.4% | -18.3% |
| 6M | +13.1% | +16.6% | -3.5% | +4.1% |
| YTD | +3.8% | +20.4% | -16.6% | -6.3% |
| 1Y | +17.8% | +22.3% | -4.6% | +5.1% |
| 3Y | +325.3% | +124.5% | +200.7% | +175.0% |
| 5Y | +689.9% | +54.1% | +635.9% | +502.7% |
| 10Y | +2,597.0% | +276.3% | +2,320.7% | +1,094.6% |
| All | +31,416.6% | +840.2% | +30,576.4% | +9,535.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling