+30,513.3%
AVGO vs HRB
+464.3%
+30,049.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.4% | -3.3% | -4.5% |
| 7D | +18.2% | -5.1% | +23.2% | +19.4% |
| 30D | +0.2% | +8.7% | -8.5% | -2.0% |
| 3M | -16.8% | -5.4% | -11.4% | -16.5% |
| 6M | -16.5% | +41.6% | -58.0% | -24.5% |
| YTD | +0.8% | +18.7% | -17.8% | -6.2% |
| 1Y | +2.8% | +16.4% | -13.6% | -4.2% |
| 3Y | +278.5% | +22.0% | +256.6% | +238.5% |
| 5Y | +573.1% | +141.2% | +431.8% | +384.5% |
| 10Y | +2,598.7% | +223.1% | +2,375.5% | +1,529.7% |
| All | +30,513.3% | +464.3% | +30,049.0% | +15,037.5% |
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 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