+31,416.6%
AVGO vs HRB
+453.6%
+30,963.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +1.1% |
| 7D | -3.0% | -5.7% | +2.7% | -1.7% |
| 30D | -14.4% | +7.9% | -22.3% | -16.3% |
| 3M | -14.4% | +32.1% | -46.6% | -20.8% |
| 6M | +13.1% | +62.2% | -49.1% | -1.8% |
| YTD | +3.8% | +16.4% | -12.6% | -2.3% |
| 1Y | +17.8% | -0.3% | +18.0% | +14.7% |
| 3Y | +325.3% | +36.0% | +289.2% | +270.3% |
| 5Y | +689.9% | +125.2% | +564.7% | +482.3% |
| 10Y | +2,597.0% | +237.7% | +2,359.3% | +1,513.4% |
| All | +31,416.6% | +453.6% | +30,963.0% | +15,659.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling