+718.9%
AVGO vs HSY
+13.1%
+705.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -0.3% | -1.6% | +1.2% | -0.5% |
| 30D | -13.8% | -4.2% | -9.6% | -14.4% |
| 3M | -6.9% | -0.7% | -6.2% | -6.8% |
| 6M | +11.9% | -21.8% | +33.7% | +9.8% |
| YTD | +6.9% | -2.7% | +9.5% | +6.9% |
| 1Y | +7.4% | -4.8% | +12.2% | +7.3% |
| 3Y | +345.6% | -9.4% | +354.9% | +356.5% |
| 5Y | +718.9% | +11.3% | +707.6% | +677.8% |
| All | +718.9% | +13.1% | +705.8% | +677.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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