+31,416.6%
AVGO vs HAS
+506.0%
+30,910.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -3.0% | -1.8% | -1.1% | -2.3% |
| 30D | -14.4% | +2.3% | -16.7% | -15.3% |
| 3M | -14.4% | +10.4% | -24.8% | -18.0% |
| 6M | +13.1% | -3.2% | +16.4% | +13.1% |
| YTD | +3.8% | +15.4% | -11.6% | -3.6% |
| 1Y | +17.8% | +18.8% | -1.0% | +8.0% |
| 3Y | +325.3% | +43.9% | +281.3% | +249.5% |
| 5Y | +689.9% | +13.9% | +676.0% | +600.0% |
| 10Y | +2,597.0% | +56.4% | +2,540.6% | +1,779.6% |
| All | +31,416.6% | +506.0% | +30,910.6% | +11,716.1% |
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