+691.7%
AVGO vs HD
+10.1%
+681.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -3.0% | -2.1% | -0.9% | -2.0% |
| 30D | -14.4% | -8.4% | -6.0% | -10.8% |
| 3M | -14.4% | +4.3% | -18.8% | -17.2% |
| 6M | +13.1% | -11.1% | +24.3% | +18.8% |
| YTD | +3.8% | -4.7% | +8.5% | +4.2% |
| 1Y | +17.8% | -19.8% | +37.6% | +30.3% |
| 3Y | +325.3% | +4.1% | +321.2% | +291.2% |
| All | +691.7% | +10.1% | +681.6% | +586.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling