+718.9%
AVGO vs BBWI
-66.8%
+785.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.1% | +3.6% |
| 7D | -0.3% | +1.6% | -1.9% | -0.7% |
| 30D | -13.8% | -6.2% | -7.6% | -13.1% |
| 3M | -6.9% | +4.3% | -11.3% | -8.8% |
| 6M | +11.9% | -7.2% | +19.1% | +11.3% |
| YTD | +6.9% | -3.0% | +9.9% | +4.4% |
| 1Y | +7.4% | -30.8% | +38.2% | +12.5% |
| 3Y | +345.6% | -43.4% | +389.0% | +366.3% |
| 5Y | +718.9% | -66.7% | +785.6% | +932.2% |
| All | +718.9% | -66.8% | +785.7% | +932.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling