+31,416.6%
AVGO vs HAL
+122.5%
+31,294.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -3.0% | +2.9% | -5.9% | -3.8% |
| 30D | -14.4% | +17.0% | -31.5% | -18.5% |
| 3M | -14.4% | -9.7% | -4.8% | -12.3% |
| 6M | +13.1% | +8.6% | +4.5% | +9.3% |
| YTD | +3.8% | +33.0% | -29.2% | -6.1% |
| 1Y | +17.8% | +68.3% | -50.5% | -1.5% |
| 3Y | +325.3% | +0.1% | +325.1% | +305.6% |
| 5Y | +689.9% | +102.6% | +587.3% | +470.7% |
| 10Y | +2,597.0% | +3.8% | +2,593.2% | +1,864.7% |
| All | +31,416.6% | +122.5% | +31,294.1% | +16,836.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling