+720.4%
AVGO vs HAL
+110.3%
+610.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.1% |
| 7D | -0.3% | +0.5% | -0.8% | -0.4% |
| 30D | -13.8% | +15.9% | -29.8% | -16.8% |
| 3M | -6.9% | -8.7% | +1.8% | -5.3% |
| 6M | +11.9% | +9.0% | +2.9% | +9.0% |
| YTD | +6.9% | +32.0% | -25.1% | -0.9% |
| 1Y | +7.4% | +72.5% | -65.1% | -7.3% |
| 3Y | +345.6% | -4.5% | +350.1% | +325.1% |
| All | +720.4% | +110.3% | +610.0% | +570.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling