+711.1%
AVGO vs XHB
+34.8%
+676.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.3% |
| 7D | -0.8% | -1.9% | +1.1% | +0.2% |
| 30D | -13.7% | -8.3% | -5.4% | -9.6% |
| 3M | -6.9% | -7.1% | +0.2% | -3.6% |
| 6M | +5.8% | -5.3% | +11.0% | +7.8% |
| YTD | +5.7% | -3.2% | +8.9% | +5.3% |
| 1Y | +9.0% | -13.9% | +22.9% | +16.2% |
| 3Y | +340.5% | +24.9% | +315.6% | +254.3% |
| 5Y | +711.1% | +34.5% | +676.5% | +520.2% |
| All | +711.1% | +34.8% | +676.2% | +520.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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