+25,809.4%
AVGO vs PWR
+2,277.1%
+23,532.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.5% | -2.2% |
| 7D | -9.9% | -12.9% | +2.9% | -4.3% |
| 30D | -22.0% | -22.8% | +0.8% | -12.4% |
| 3M | -30.0% | -19.0% | -11.0% | -23.6% |
| 6M | -30.7% | -31.1% | +0.4% | -19.3% |
| YTD | -14.7% | +28.3% | -42.9% | -26.9% |
| 1Y | -16.8% | +22.2% | -39.0% | -26.7% |
| 3Y | +244.4% | +222.2% | +22.2% | +101.2% |
| 5Y | +474.0% | +364.2% | +109.9% | +182.1% |
| 10Y | +2,122.6% | +1,864.8% | +257.7% | +481.3% |
| All | +25,809.4% | +2,277.1% | +23,532.3% | +5,562.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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