+711.1%
AVGO vs WDC
+1,011.2%
-300.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.2% | -1.6% |
| 7D | -0.8% | +7.5% | -8.2% | -3.7% |
| 30D | -13.7% | +10.1% | -23.8% | -17.7% |
| 3M | -6.9% | -6.8% | -0.1% | -9.0% |
| 6M | +5.8% | +84.1% | -78.4% | -25.0% |
| YTD | +5.7% | +180.3% | -174.6% | -41.6% |
| 1Y | +9.0% | +411.1% | -402.1% | -57.1% |
| 3Y | +340.5% | +1,375.0% | -1,034.5% | -1.1% |
| 5Y | +711.1% | +991.6% | -280.5% | +98.2% |
| All | +711.1% | +1,011.2% | -300.2% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling