+1.4%
AVGO vs WDC
+362.5%
-361.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +1.1% |
| 7D | +1.1% | -4.3% | +5.5% | +2.3% |
| 30D | -13.0% | -1.5% | -11.5% | -13.0% |
| 3M | -6.0% | -15.5% | +9.5% | -4.3% |
| 6M | +6.4% | +66.5% | -60.1% | -9.4% |
| YTD | +5.0% | +159.9% | -154.9% | -23.6% |
| 1Y | +1.4% | +366.0% | -364.6% | -33.4% |
| All | +1.4% | +362.5% | -361.1% | -33.4% |
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