+31,416.6%
AVGO vs HSY
+572.9%
+30,843.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -3.0% | -3.3% | +0.3% | -2.1% |
| 30D | -14.4% | -2.8% | -11.6% | -13.9% |
| 3M | -14.4% | -4.5% | -9.9% | -14.0% |
| 6M | +13.1% | -24.2% | +37.3% | +21.3% |
| YTD | +3.8% | -2.7% | +6.5% | +2.5% |
| 1Y | +17.8% | -3.7% | +21.5% | +16.1% |
| 3Y | +325.3% | -11.5% | +336.7% | +318.5% |
| 5Y | +689.9% | +10.3% | +679.6% | +584.2% |
| 10Y | +2,597.0% | +122.1% | +2,474.9% | +1,615.4% |
| All | +31,416.6% | +572.9% | +30,843.7% | +11,946.6% |
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