+336.8%
AVGO vs DHI
+21.1%
+315.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | +1.1% | -3.4% | +4.5% | +1.5% |
| 30D | -13.0% | -5.4% | -7.6% | -12.5% |
| 3M | -6.0% | -10.4% | +4.5% | -5.0% |
| 6M | +6.4% | -2.8% | +9.1% | +6.2% |
| YTD | +5.0% | -3.4% | +8.4% | +4.5% |
| 1Y | +1.4% | -22.9% | +24.3% | +4.1% |
| 3Y | +336.8% | +20.7% | +316.1% | +302.7% |
| All | +336.8% | +21.1% | +315.8% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 3y: compounded portfolio wealth divided by compounded DHI 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…
3y analysis · Full analysis span regression · 6 months rolling