+32,355.3%
AVGO vs PNR
+332.5%
+32,022.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.6% | +4.4% |
| 7D | -0.3% | -3.0% | +2.7% | +1.3% |
| 30D | -13.8% | -14.9% | +1.1% | -6.4% |
| 3M | -6.9% | -19.0% | +12.1% | +2.0% |
| 6M | +11.9% | -35.9% | +47.9% | +38.8% |
| YTD | +6.9% | -43.1% | +50.0% | +40.4% |
| 1Y | +7.4% | -46.4% | +53.8% | +45.5% |
| 3Y | +345.6% | -10.8% | +356.4% | +350.6% |
| 5Y | +718.9% | -18.9% | +737.7% | +751.7% |
| 10Y | +2,755.4% | +64.4% | +2,690.9% | +1,802.0% |
| All | +32,355.3% | +332.5% | +32,022.9% | +11,128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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