+565.8%
PLTR vs AVGO
+710.3%
-144.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -4.1% |
| 7D | -5.3% | -0.3% | -5.0% | -5.4% |
| 30D | -1.0% | -13.8% | +12.8% | +7.7% |
| 3M | +24.8% | -6.9% | +31.7% | +28.8% |
| 6M | +8.4% | +11.9% | -3.6% | -2.4% |
| YTD | -4.2% | +6.9% | -11.1% | -11.8% |
| 1Y | +9.1% | +7.4% | +1.7% | -2.0% |
| 3Y | +1,025.6% | +345.6% | +680.0% | +193.8% |
| 5Y | +565.8% | +718.9% | -153.1% | -8.9% |
| All | +565.8% | +710.3% | -144.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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