+475.2%
AVGO vs HDB
-25.0%
+500.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.0% | +0.2% |
| 7D | -9.9% | +13.3% | -23.3% | -13.3% |
| 30D | -22.0% | +13.6% | -35.5% | -25.1% |
| 3M | -30.0% | +5.8% | -35.8% | -31.5% |
| 6M | -30.7% | -1.9% | -28.8% | -31.0% |
| YTD | -14.7% | -31.2% | +16.5% | -4.6% |
| 1Y | -16.8% | -29.6% | +12.8% | -7.8% |
| 3Y | +244.4% | -10.1% | +254.5% | +240.0% |
| All | +475.2% | -25.0% | +500.1% | +509.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling