+32,355.3%
AVGO vs WBD
+118.5%
+32,236.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.1% |
| 7D | -0.3% | -0.7% | +0.4% | -0.1% |
| 30D | -13.8% | +5.0% | -18.8% | -14.9% |
| 3M | -6.9% | +6.2% | -13.2% | -8.4% |
| 6M | +11.9% | +0.6% | +11.3% | +11.6% |
| YTD | +6.9% | -2.4% | +9.3% | +7.4% |
| 1Y | +7.4% | +127.7% | -120.3% | -14.0% |
| 3Y | +345.6% | +148.4% | +197.2% | +227.7% |
| 5Y | +718.9% | +4.2% | +714.7% | +613.5% |
| 10Y | +2,755.4% | +10.8% | +2,744.6% | +1,888.4% |
| All | +32,355.3% | +118.5% | +32,236.8% | +15,377.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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