+25,618.8%
AVGO vs PPL
+187.7%
+25,431.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +0.8% | -11.2% | -10.7% |
| 7D | -15.5% | +1.0% | -16.5% | -15.9% |
| 30D | -22.4% | +6.8% | -29.3% | -24.4% |
| 3M | -30.2% | +3.9% | -34.0% | -31.3% |
| 6M | -31.6% | -2.0% | -29.5% | -31.6% |
| YTD | -15.3% | +5.3% | -20.6% | -18.0% |
| 1Y | -18.2% | +2.2% | -20.4% | -20.0% |
| 3Y | +241.2% | +56.7% | +184.4% | +171.4% |
| 5Y | +469.8% | +49.1% | +420.7% | +360.3% |
| 10Y | +2,106.2% | +63.6% | +2,042.6% | +1,541.5% |
| All | +25,618.8% | +187.7% | +25,431.1% | +13,191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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