-16.8%
AVGO vs HAS
+59.5%
-76.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.8% |
| 7D | -9.9% | -0.2% | -9.8% | -9.9% |
| 30D | -22.0% | +31.0% | -53.0% | -23.1% |
| 3M | -30.0% | +30.7% | -60.7% | -31.1% |
| 6M | -30.7% | +23.9% | -54.6% | -31.3% |
| YTD | -14.7% | +48.3% | -63.0% | -21.9% |
| 1Y | -16.8% | +60.2% | -77.0% | -24.7% |
| All | -16.8% | +59.5% | -76.2% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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