+2,761.7%
AVGO vs HRB
+207.5%
+2,554.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +1.0% | -12.2% | +13.2% | +3.3% |
| 30D | -13.3% | -3.0% | -10.3% | -13.3% |
| 3M | -2.9% | +21.7% | -24.6% | -7.6% |
| 6M | +5.7% | +52.3% | -46.6% | -5.1% |
| YTD | +4.6% | +6.5% | -1.8% | +1.6% |
| 1Y | -1.6% | -6.7% | +5.0% | -2.0% |
| 3Y | +336.2% | +25.1% | +311.1% | +292.4% |
| 5Y | +695.6% | +113.8% | +581.9% | +508.4% |
| All | +2,761.7% | +207.5% | +2,554.2% | +1,846.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling