+345.6%
AVGO vs HD
+3.5%
+342.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.3% | +5.3% | +3.8% |
| 7D | -0.3% | -1.2% | +0.9% | +0.1% |
| 30D | -13.8% | -11.1% | -2.7% | -10.2% |
| 3M | -6.9% | +2.0% | -9.0% | -8.7% |
| 6M | +11.9% | -10.5% | +22.4% | +15.8% |
| YTD | +6.9% | -6.9% | +13.7% | +7.7% |
| 1Y | +7.4% | -23.2% | +30.6% | +20.5% |
| 3Y | +345.6% | +3.1% | +342.5% | +335.6% |
| All | +345.6% | +3.5% | +342.1% | +335.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling