+2,660.6%
AVGO vs HRB
+221.6%
+2,439.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.4% | -3.3% | -4.5% |
| 7D | +18.2% | -5.1% | +23.2% | +19.1% |
| 30D | +0.2% | +8.7% | -8.5% | -1.5% |
| 3M | -16.8% | -5.4% | -11.4% | -16.5% |
| 6M | -16.5% | +41.6% | -58.0% | -23.1% |
| YTD | +0.8% | +18.7% | -17.8% | -4.4% |
| 1Y | +2.8% | +16.4% | -13.6% | -2.3% |
| 3Y | +278.5% | +22.0% | +256.6% | +245.1% |
| 5Y | +573.1% | +141.2% | +431.8% | +400.6% |
| All | +2,660.6% | +221.6% | +2,439.0% | +1,717.5% |
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