+30,355.4%
AVGO vs BBWI
+374.6%
+29,980.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | +6.1% | -7.7% | +13.8% | +8.2% |
| 30D | -2.7% | +24.8% | -27.4% | -7.9% |
| 3M | -16.9% | +16.2% | -33.1% | -20.6% |
| 6M | -19.1% | +15.8% | -35.0% | -23.6% |
| YTD | +0.3% | +11.4% | -11.1% | -5.9% |
| 1Y | -1.2% | +3.2% | -4.4% | -6.7% |
| 3Y | +272.4% | -23.5% | +295.9% | +261.6% |
| 5Y | +579.0% | -67.4% | +646.4% | +683.6% |
| 10Y | +2,584.7% | -46.0% | +2,630.7% | +2,301.1% |
| All | +30,355.4% | +374.6% | +29,980.8% | +10,901.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling