+711.1%
AVGO vs HIG
+117.6%
+593.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -0.8% | -0.5% | -0.3% | -0.7% |
| 30D | -13.7% | -2.8% | -10.9% | -13.3% |
| 3M | -6.9% | +6.3% | -13.3% | -8.8% |
| 6M | +5.8% | -0.1% | +5.9% | +5.2% |
| YTD | +5.7% | +0.4% | +5.2% | +4.7% |
| 1Y | +9.0% | +6.2% | +2.8% | +5.6% |
| 3Y | +340.5% | +101.6% | +238.9% | +210.3% |
| 5Y | +711.1% | +119.8% | +591.2% | +431.2% |
| All | +711.1% | +117.6% | +593.5% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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