+31,776.8%
AVGO vs DHI
+1,213.7%
+30,563.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.2% |
| 7D | +1.1% | -3.4% | +4.5% | +2.2% |
| 30D | -13.0% | -5.4% | -7.6% | -11.7% |
| 3M | -6.0% | -10.4% | +4.5% | -3.3% |
| 6M | +6.4% | -2.8% | +9.1% | +6.1% |
| YTD | +5.0% | -3.4% | +8.4% | +4.2% |
| 1Y | +1.4% | -22.9% | +24.3% | +7.6% |
| 3Y | +336.8% | +20.7% | +316.1% | +278.9% |
| 5Y | +698.2% | +62.1% | +636.1% | +508.4% |
| 10Y | +2,837.0% | +410.4% | +2,426.6% | +1,338.0% |
| All | +31,776.8% | +1,213.7% | +30,563.1% | +10,586.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling