+25,809.4%
AVGO vs HD
+1,879.7%
+23,929.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +1.9% |
| 7D | -9.9% | +4.3% | -14.3% | -12.6% |
| 30D | -22.0% | +20.2% | -42.2% | -31.1% |
| 3M | -30.0% | -1.0% | -29.0% | -30.5% |
| 6M | -30.7% | +7.9% | -38.6% | -35.6% |
| YTD | -14.7% | +2.0% | -16.7% | -18.6% |
| 1Y | -16.8% | -4.3% | -12.5% | -17.8% |
| 3Y | +244.4% | +25.9% | +218.5% | +177.0% |
| 5Y | +474.0% | +5.8% | +468.2% | +409.1% |
| 10Y | +2,122.6% | +262.5% | +1,860.0% | +748.9% |
| All | +25,809.4% | +1,879.7% | +23,929.7% | +3,213.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling