+31,416.6%
AVGO vs HDB
+446.5%
+30,970.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | -14.4% | -2.8% | -11.6% | -13.7% |
| 3M | -14.4% | -3.5% | -10.9% | -14.0% |
| 6M | +13.1% | -24.7% | +37.8% | +24.1% |
| YTD | +3.8% | -36.6% | +40.4% | +21.2% |
| 1Y | +17.8% | -34.4% | +52.2% | +35.5% |
| 3Y | +325.3% | -24.4% | +349.6% | +353.2% |
| 5Y | +689.9% | -35.4% | +725.3% | +777.7% |
| 10Y | +2,597.0% | +39.5% | +2,557.5% | +2,000.9% |
| All | +31,416.6% | +446.5% | +30,970.1% | +12,378.3% |
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