+2,856.4%
AVGO vs HAL
+3.0%
+2,853.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | -0.8% | -1.3% | +0.5% | -0.4% |
| 30D | -13.7% | +10.9% | -24.6% | -16.2% |
| 3M | -6.9% | -5.8% | -1.1% | -6.0% |
| 6M | +5.8% | +8.1% | -2.3% | +2.7% |
| YTD | +5.7% | +33.2% | -27.5% | -3.4% |
| 1Y | +9.0% | +74.2% | -65.1% | -7.9% |
| 3Y | +340.5% | -3.7% | +344.2% | +325.9% |
| 5Y | +711.1% | +111.9% | +599.2% | +500.6% |
| 10Y | +2,856.4% | +7.4% | +2,849.0% | +1,801.2% |
| All | +2,856.4% | +3.0% | +2,853.4% | +1,801.2% |
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