+2,660.6%
AVGO vs HAL
-13.9%
+2,674.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.1% | -7.9% | -5.6% |
| 7D | +18.2% | +6.1% | +12.1% | +16.3% |
| 30D | +0.2% | +2.9% | -2.7% | -0.6% |
| 3M | -16.8% | +3.3% | -20.1% | -17.8% |
| 6M | -16.5% | -16.9% | +0.5% | -13.0% |
| YTD | +0.8% | +21.2% | -20.4% | -5.8% |
| 1Y | +2.8% | +27.5% | -24.7% | -5.3% |
| 3Y | +278.5% | -6.4% | +285.0% | +269.0% |
| 5Y | +573.1% | +58.0% | +515.1% | +441.2% |
| All | +2,660.6% | -13.9% | +2,674.5% | +1,808.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling