-16.5%
AVGO vs WDC
-41.2%
+24.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.0% | +0.2% | -3.2% |
| 7D | +18.2% | +12.1% | +6.1% | +14.1% |
| 30D | +0.2% | -18.8% | +19.0% | +6.0% |
| 3M | -16.8% | -39.3% | +22.5% | -6.2% |
| 6M | -16.5% | -40.1% | +23.7% | -12.6% |
| All | -16.5% | -41.2% | +24.8% | -12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling