-5.0%
AVGO vs BBWI
+1.3%
-6.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +3.9% |
| 7D | 0.0% | -4.2% | +4.2% | +0.3% |
| 30D | -8.2% | +24.9% | -33.0% | -9.0% |
| 3M | -21.3% | +13.2% | -34.5% | -21.7% |
| 6M | -22.5% | +12.1% | -34.6% | -23.3% |
| YTD | -3.6% | +11.1% | -14.6% | -4.9% |
| All | -5.0% | +1.3% | -6.2% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling