+29,187.3%
AVGO vs HDB
+512.6%
+28,674.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +3.7% |
| 7D | 0.0% | +12.7% | -12.8% | -4.3% |
| 30D | -8.2% | +16.6% | -24.8% | -13.4% |
| 3M | -21.3% | +10.8% | -32.1% | -24.6% |
| 6M | -22.5% | +3.8% | -26.4% | -24.6% |
| YTD | -3.6% | -28.9% | +25.3% | +7.5% |
| 1Y | -6.7% | -28.0% | +21.3% | +3.4% |
| 3Y | +258.1% | -7.2% | +265.3% | +252.2% |
| 5Y | +560.9% | -22.2% | +583.1% | +583.5% |
| 10Y | +2,475.6% | +63.6% | +2,412.1% | +1,783.7% |
| All | +29,187.3% | +512.6% | +28,674.8% | +10,972.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling