+2,481.8%
AVGO vs HDB
+64.1%
+2,417.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +3.7% |
| 7D | 0.0% | +12.7% | -12.8% | -4.0% |
| 30D | -8.2% | +16.6% | -24.8% | -13.0% |
| 3M | -21.3% | +10.8% | -32.1% | -24.3% |
| 6M | -22.5% | +3.8% | -26.4% | -24.4% |
| YTD | -3.6% | -28.9% | +25.3% | +7.1% |
| 1Y | -6.7% | -28.0% | +21.3% | +3.0% |
| 3Y | +258.1% | -7.2% | +265.3% | +252.3% |
| 5Y | +560.9% | -22.2% | +583.1% | +581.5% |
| All | +2,481.8% | +64.1% | +2,417.7% | +1,956.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling