+7.4%
AVGO vs HD
-22.9%
+30.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.3% | +5.3% | +2.9% |
| 7D | -0.3% | -1.2% | +0.9% | -0.4% |
| 30D | -13.8% | -11.1% | -2.7% | -14.1% |
| 3M | -6.9% | +2.0% | -9.0% | -7.2% |
| 6M | +11.9% | -10.5% | +22.4% | +8.6% |
| YTD | +6.9% | -6.9% | +13.7% | +5.3% |
| 1Y | +7.4% | -23.2% | +30.6% | -1.3% |
| All | +7.4% | -22.9% | +30.3% | -1.3% |
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