-1.6%
AVGO vs HAL
+69.2%
-70.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.8% |
| 7D | +1.0% | -3.3% | +4.3% | +1.2% |
| 30D | -13.3% | +7.2% | -20.5% | -13.5% |
| 3M | -2.9% | -8.8% | +5.9% | -1.9% |
| 6M | +5.7% | +3.0% | +2.7% | +5.9% |
| YTD | +4.6% | +29.4% | -24.8% | +3.4% |
| 1Y | -1.6% | +62.8% | -64.5% | -4.1% |
| All | -1.6% | +69.2% | -70.8% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling