+344.7%
AVGO vs HRB
+28.0%
+316.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.5% | +9.4% | +2.5% |
| 7D | -0.3% | -9.1% | +8.8% | -1.0% |
| 30D | -13.8% | +0.3% | -14.1% | -13.7% |
| 3M | -6.9% | +23.4% | -30.3% | -5.4% |
| 6M | +11.9% | +45.1% | -33.2% | +14.7% |
| YTD | +6.9% | +8.9% | -2.0% | +11.0% |
| 1Y | +7.4% | -7.9% | +15.3% | +13.2% |
| All | +344.7% | +28.0% | +316.7% | +302.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling