+691.7%
AVGO vs PTC
+6.0%
+685.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.0% | +6.2% | +3.0% |
| 7D | -3.0% | -10.3% | +7.3% | +1.9% |
| 30D | -14.4% | +1.1% | -15.6% | -15.3% |
| 3M | -14.4% | +1.6% | -16.0% | -16.6% |
| 6M | +13.1% | -13.5% | +26.6% | +19.7% |
| YTD | +3.8% | -19.1% | +22.8% | +13.6% |
| 1Y | +17.8% | -33.9% | +51.7% | +45.1% |
| 3Y | +325.3% | -3.9% | +329.2% | +305.4% |
| All | +691.7% | +6.0% | +685.6% | +583.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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