+711.1%
AVGO vs HRB
+104.8%
+606.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.0% |
| 7D | -0.8% | -10.6% | +9.8% | -0.2% |
| 30D | -13.7% | -0.8% | -12.9% | -13.9% |
| 3M | -6.9% | +19.1% | -26.0% | -8.5% |
| 6M | +5.8% | +48.7% | -42.9% | +1.2% |
| YTD | +5.7% | +7.1% | -1.4% | +6.4% |
| 1Y | +9.0% | -8.3% | +17.4% | +12.5% |
| 3Y | +340.5% | +25.8% | +314.7% | +308.8% |
| 5Y | +711.1% | +111.1% | +600.0% | +586.5% |
| All | +711.1% | +104.8% | +606.2% | +586.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling