+30,513.3%
AVGO vs HSY
+577.3%
+29,936.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.3% | -4.9% |
| 7D | +18.2% | -2.1% | +20.3% | +18.7% |
| 30D | +0.2% | +6.1% | -5.9% | -1.8% |
| 3M | -16.8% | -5.6% | -11.2% | -16.0% |
| 6M | -16.5% | -9.5% | -6.9% | -15.3% |
| YTD | +0.8% | -2.1% | +2.9% | -1.2% |
| 1Y | +2.8% | +0.8% | +2.0% | -0.3% |
| 3Y | +278.5% | -2.1% | +280.7% | +254.7% |
| 5Y | +573.1% | +11.2% | +561.8% | +479.3% |
| 10Y | +2,598.7% | +128.3% | +2,470.4% | +1,592.6% |
| All | +30,513.3% | +577.3% | +29,936.0% | +11,520.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling