+345.6%
AVGO vs HAL
-4.2%
+349.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.4% |
| 30D | -13.8% | +15.9% | -29.8% | -17.1% |
| 3M | -6.9% | -8.7% | +1.8% | -4.9% |
| 6M | +11.9% | +9.0% | +2.9% | +8.5% |
| YTD | +6.9% | +32.0% | -25.1% | -2.6% |
| 1Y | +7.4% | +72.5% | -65.1% | -10.9% |
| 3Y | +345.6% | -4.5% | +350.1% | +298.3% |
| All | +345.6% | -4.2% | +349.7% | +298.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling