+28,084.6%
AVGO vs HAS
+691.9%
+27,392.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +8.2% |
| 7D | -0.9% | +2.2% | -3.0% | -1.6% |
| 30D | -11.6% | +29.6% | -41.2% | -20.0% |
| 3M | -25.2% | +30.3% | -55.4% | -32.6% |
| 6M | -25.4% | +25.6% | -51.1% | -32.5% |
| YTD | -7.2% | +50.8% | -58.0% | -22.3% |
| 1Y | -7.9% | +63.0% | -70.9% | -25.2% |
| 3Y | +262.1% | +211.6% | +50.5% | +120.4% |
| 5Y | +525.7% | +50.4% | +475.3% | +398.3% |
| 10Y | +2,300.3% | +101.9% | +2,198.4% | +1,419.1% |
| All | +28,084.6% | +691.9% | +27,392.7% | +9,421.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling