+703.5%
AVGO vs HPQ
+37.8%
+665.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.1% | -3.1% |
| 7D | -0.8% | +2.2% | -3.0% | -1.8% |
| 30D | -13.7% | +9.7% | -23.5% | -17.4% |
| 3M | -6.9% | +32.7% | -39.7% | -18.4% |
| 6M | +5.8% | +77.7% | -71.9% | -20.7% |
| YTD | +5.7% | +51.0% | -45.3% | -14.7% |
| 1Y | +9.0% | +18.4% | -9.4% | -1.5% |
| 3Y | +340.5% | +25.6% | +315.0% | +269.1% |
| All | +703.5% | +37.8% | +665.7% | +570.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling