+17.8%
AVGO vs WDC
+441.9%
-424.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | -1.3% |
| 7D | -3.0% | +1.7% | -4.7% | -3.4% |
| 30D | -14.4% | -10.0% | -4.5% | -12.7% |
| 3M | -14.4% | -18.8% | +4.3% | -11.8% |
| 6M | +13.1% | +79.0% | -65.9% | -5.5% |
| YTD | +3.8% | +171.6% | -167.8% | -25.3% |
| 1Y | +17.8% | +417.4% | -399.6% | -21.8% |
| All | +17.8% | +441.9% | -424.2% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 1y: compounded portfolio wealth divided by compounded WDC 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…
1y analysis · Full analysis span regression · 6 months rolling