+3,862.3%
AVGO vs HPE
+545.6%
+3,316.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +2.3% |
| 7D | -3.0% | -0.6% | -2.4% | -2.9% |
| 30D | -14.4% | -2.3% | -12.1% | -14.0% |
| 3M | -14.4% | -2.9% | -11.6% | -14.3% |
| 6M | +13.1% | +143.6% | -130.4% | -28.8% |
| YTD | +3.8% | +118.5% | -114.7% | -31.6% |
| 1Y | +17.8% | +129.2% | -111.4% | -24.7% |
| 3Y | +325.3% | +212.5% | +112.7% | +127.7% |
| 5Y | +689.9% | +286.9% | +403.0% | +275.6% |
| 10Y | +2,597.0% | +432.3% | +2,164.7% | +924.5% |
| All | +3,862.3% | +545.6% | +3,316.6% | +1,226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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