-12.8%
AVGO vs HSY
-7.6%
-5.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +4.2% |
| 7D | +25.0% | -2.3% | +27.3% | +23.0% |
| 30D | +2.0% | +6.3% | -4.3% | +7.2% |
| 3M | -12.3% | -5.2% | -7.1% | -14.4% |
| 6M | -12.8% | -8.3% | -4.5% | -17.1% |
| All | -12.8% | -7.6% | -5.2% | -17.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling