+3,748.7%
AVGO vs HPE
+501.1%
+3,247.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.7% | -1.0% | -3.0% |
| 7D | +18.2% | +7.9% | +10.3% | +14.2% |
| 30D | +0.2% | -23.5% | +23.7% | +13.3% |
| 3M | -16.8% | -19.1% | +2.3% | -10.0% |
| 6M | -16.5% | +51.4% | -67.9% | -34.5% |
| YTD | +0.8% | +103.4% | -102.6% | -32.5% |
| 1Y | +2.8% | +114.4% | -111.6% | -33.0% |
| 3Y | +278.5% | +224.7% | +53.9% | +95.8% |
| 5Y | +573.1% | +277.8% | +295.3% | +220.5% |
| 10Y | +2,598.7% | +371.1% | +2,227.6% | +964.4% |
| All | +3,748.7% | +501.1% | +3,247.6% | +1,208.5% |
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