+31,416.6%
AVGO vs HD
+1,750.4%
+29,666.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.4% |
| 7D | -3.0% | -2.1% | -0.9% | -1.7% |
| 30D | -14.4% | -8.4% | -6.0% | -9.8% |
| 3M | -14.4% | +4.3% | -18.8% | -17.7% |
| 6M | +13.1% | -11.1% | +24.3% | +19.8% |
| YTD | +3.8% | -4.7% | +8.5% | +4.4% |
| 1Y | +17.8% | -19.8% | +37.6% | +31.6% |
| 3Y | +325.3% | +4.1% | +321.2% | +291.7% |
| 5Y | +689.9% | +10.3% | +679.6% | +584.1% |
| 10Y | +2,597.0% | +203.2% | +2,393.8% | +1,066.5% |
| All | +31,416.6% | +1,750.4% | +29,666.2% | +4,149.0% |
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