+2,856.4%
AVGO vs HDB
+32.4%
+2,824.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -0.5% |
| 7D | -0.8% | -4.9% | +4.1% | +0.9% |
| 30D | -13.7% | -5.8% | -7.9% | -12.1% |
| 3M | -6.9% | -5.2% | -1.7% | -6.1% |
| 6M | +5.8% | -25.7% | +31.5% | +15.9% |
| YTD | +5.7% | -39.6% | +45.2% | +24.4% |
| 1Y | +9.0% | -36.9% | +45.9% | +26.1% |
| 3Y | +340.5% | -29.7% | +370.2% | +379.7% |
| 5Y | +711.1% | -37.8% | +748.8% | +805.1% |
| 10Y | +2,856.4% | +33.7% | +2,822.7% | +2,479.4% |
| All | +2,856.4% | +32.4% | +2,824.0% | +2,479.4% |
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