+2,856.4%
AVGO vs HD
+203.3%
+2,653.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.5% |
| 7D | -0.8% | -1.8% | +1.0% | +0.3% |
| 30D | -13.7% | -10.8% | -2.9% | -7.8% |
| 3M | -6.9% | -2.7% | -4.3% | -6.5% |
| 6M | +5.8% | -10.3% | +16.1% | +11.2% |
| YTD | +5.7% | -7.8% | +13.5% | +8.4% |
| 1Y | +9.0% | -23.1% | +32.2% | +25.0% |
| 3Y | +340.5% | +2.0% | +338.5% | +308.4% |
| 5Y | +711.1% | +6.2% | +704.8% | +613.1% |
| 10Y | +2,856.4% | +210.2% | +2,646.3% | +1,355.2% |
| All | +2,856.4% | +203.3% | +2,653.1% | +1,355.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling