-6.8%
AVGO vs HPQ
+18.6%
-25.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.9% | -7.9% | -2.4% |
| 7D | -7.5% | -7.8% | +0.3% | -6.9% |
| 30D | -10.2% | -4.9% | -5.3% | -10.0% |
| 3M | -22.0% | +4.9% | -26.9% | -22.5% |
| 6M | -21.6% | +47.1% | -68.6% | -25.4% |
| YTD | -5.4% | +39.5% | -45.0% | -8.9% |
| 1Y | -6.8% | +21.3% | -28.1% | -8.2% |
| All | -6.8% | +18.6% | -25.4% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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