-6.8%
AVGO vs WDC
+114.4%
-121.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.8% | +4.8% | -0.1% |
| 7D | -7.5% | -18.3% | +10.8% | -2.3% |
| 30D | -10.2% | -26.7% | +16.5% | -2.8% |
| 3M | -22.0% | -40.9% | +18.9% | -11.4% |
| 6M | -21.6% | -26.8% | +5.2% | -17.8% |
| YTD | -5.4% | +88.2% | -93.6% | -29.8% |
| 1Y | -6.8% | +113.2% | -120.0% | -34.9% |
| All | -6.8% | +114.4% | -121.2% | -34.9% |
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