+32,355.3%
AVGO vs HPQ
+157.4%
+32,198.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.5% | +7.5% | +4.8% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | -13.8% | +3.7% | -17.6% | -15.6% |
| 3M | -6.9% | +24.3% | -31.2% | -16.2% |
| 6M | +11.9% | +64.8% | -52.8% | -12.5% |
| YTD | +6.9% | +43.9% | -37.0% | -11.8% |
| 1Y | +7.4% | +11.7% | -4.2% | -1.7% |
| 3Y | +345.6% | +19.7% | +325.9% | +285.6% |
| 5Y | +718.9% | +32.2% | +686.7% | +566.7% |
| 10Y | +2,755.4% | +198.9% | +2,556.4% | +1,509.2% |
| All | +32,355.3% | +157.4% | +32,198.0% | +18,556.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling