+718.9%
AVGO vs HDB
-37.8%
+756.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.0% | +6.0% | +3.9% |
| 7D | -0.3% | -2.0% | +1.7% | +0.3% |
| 30D | -13.8% | -4.9% | -9.0% | -12.7% |
| 3M | -6.9% | -2.3% | -4.6% | -7.3% |
| 6M | +11.9% | -23.7% | +35.7% | +20.9% |
| YTD | +6.9% | -38.5% | +45.4% | +23.8% |
| 1Y | +7.4% | -36.5% | +43.9% | +22.8% |
| 3Y | +345.6% | -28.5% | +374.0% | +379.4% |
| 5Y | +718.9% | -37.4% | +756.3% | +794.6% |
| All | +718.9% | -37.8% | +756.6% | +794.6% |
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