+711.1%
AVGO vs PSX
+370.3%
+340.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.3% |
| 7D | -0.8% | +1.8% | -2.6% | -1.1% |
| 30D | -13.7% | +21.6% | -35.4% | -16.9% |
| 3M | -6.9% | +46.5% | -53.4% | -13.8% |
| 6M | +5.8% | +62.0% | -56.2% | -4.6% |
| YTD | +5.7% | +106.3% | -100.7% | -10.3% |
| 1Y | +9.0% | +103.0% | -93.9% | -7.4% |
| 3Y | +340.5% | +135.5% | +205.0% | +251.5% |
| 5Y | +711.1% | +368.5% | +342.5% | +471.4% |
| All | +711.1% | +370.3% | +340.7% | +471.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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