+3.3%
AVGO vs HD
-3.7%
+7.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +5.5% |
| 7D | +25.0% | -0.5% | +25.5% | +24.9% |
| 30D | +2.0% | +18.5% | -16.5% | +2.9% |
| 3M | -12.3% | +2.2% | -14.4% | -11.6% |
| 6M | -12.8% | +13.8% | -26.7% | -12.7% |
| YTD | +5.9% | +3.4% | +2.4% | +5.0% |
| 1Y | +3.3% | -3.5% | +6.8% | +1.2% |
| All | +3.3% | -3.7% | +7.1% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling