+31,416.6%
AVGO vs BBWI
+326.3%
+31,090.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.5% |
| 7D | -3.0% | +1.5% | -4.5% | -3.3% |
| 30D | -14.4% | -5.2% | -9.2% | -13.8% |
| 3M | -14.4% | +11.1% | -25.5% | -17.5% |
| 6M | +13.1% | -13.4% | +26.5% | +14.2% |
| YTD | +3.8% | +0.1% | +3.7% | +0.5% |
| 1Y | +17.8% | -36.1% | +53.9% | +25.2% |
| 3Y | +325.3% | -44.1% | +369.4% | +347.3% |
| 5Y | +689.9% | -66.2% | +756.2% | +805.6% |
| 10Y | +2,597.0% | -54.8% | +2,651.8% | +2,456.0% |
| All | +31,416.6% | +326.3% | +31,090.3% | +11,641.4% |
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