+711.1%
AVGO vs WAB
+224.0%
+487.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.2% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -13.7% | -4.6% | -9.2% | -11.1% |
| 3M | -6.9% | +5.6% | -12.6% | -11.1% |
| 6M | +5.8% | +13.8% | -8.0% | -4.4% |
| YTD | +5.7% | +31.9% | -26.2% | -14.4% |
| 1Y | +9.0% | +48.3% | -39.2% | -19.2% |
| 3Y | +340.5% | +167.1% | +173.4% | +121.8% |
| 5Y | +711.1% | +222.9% | +488.2% | +259.1% |
| All | +711.1% | +224.0% | +487.1% | +259.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WAB 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling