+31,416.6%
AVGO vs WCN
+1,421.6%
+29,995.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.8% |
| 7D | -3.0% | -0.6% | -2.3% | -2.7% |
| 30D | -14.4% | +0.4% | -14.9% | -14.8% |
| 3M | -14.4% | +7.3% | -21.8% | -18.8% |
| 6M | +13.1% | -2.5% | +15.6% | +12.3% |
| YTD | +3.8% | -5.4% | +9.2% | +4.4% |
| 1Y | +17.8% | -8.5% | +26.2% | +19.7% |
| 3Y | +325.3% | +20.8% | +304.5% | +253.9% |
| 5Y | +689.9% | +30.0% | +659.9% | +517.2% |
| 10Y | +2,597.0% | +238.4% | +2,358.6% | +1,014.8% |
| All | +31,416.6% | +1,421.6% | +29,995.0% | +5,236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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