+1.4%
AVGO vs HL
+82.6%
-81.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.5% |
| 7D | +1.1% | -4.4% | +5.5% | +1.8% |
| 30D | -13.0% | +9.3% | -22.3% | -14.6% |
| 3M | -6.0% | +32.0% | -37.9% | -11.2% |
| 6M | +6.4% | -6.4% | +12.8% | +4.8% |
| YTD | +5.0% | +3.1% | +1.8% | -2.1% |
| 1Y | +1.4% | +77.6% | -76.2% | -18.2% |
| All | +1.4% | +82.6% | -81.2% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling