+2,475.6%
AVGO vs HD
+253.5%
+2,222.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.3% |
| 7D | 0.0% | +5.2% | -5.2% | -3.1% |
| 30D | -8.2% | +20.7% | -28.9% | -18.7% |
| 3M | -21.3% | +0.8% | -22.1% | -22.5% |
| 6M | -22.5% | +12.2% | -34.8% | -29.5% |
| YTD | -3.6% | +4.2% | -7.8% | -9.0% |
| 1Y | -6.7% | -2.6% | -4.1% | -8.5% |
| 3Y | +258.1% | +30.0% | +228.1% | +180.7% |
| 5Y | +560.9% | +8.1% | +552.8% | +477.3% |
| 10Y | +2,475.6% | +247.2% | +2,228.5% | +1,031.8% |
| All | +2,475.6% | +253.5% | +2,222.1% | +1,031.8% |
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