+570.0%
AVGO vs HAS
+48.2%
+521.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -4.5% |
| 7D | +18.2% | +1.4% | +16.8% | +17.7% |
| 30D | +0.2% | +26.3% | -26.1% | -6.5% |
| 3M | -16.8% | +25.6% | -42.4% | -22.4% |
| 6M | -16.5% | +30.3% | -46.7% | -23.4% |
| YTD | +0.8% | +50.4% | -49.5% | -12.6% |
| 1Y | +2.8% | +57.7% | -54.9% | -12.2% |
| 3Y | +278.5% | +213.4% | +65.2% | +147.8% |
| All | +570.0% | +48.2% | +521.8% | +513.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling