+30,513.3%
AVGO vs WDC
+1,473.3%
+29,040.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -5.0% | +0.2% | -2.8% |
| 7D | +18.2% | +12.1% | +6.1% | +13.1% |
| 30D | +0.2% | -18.8% | +19.0% | +8.0% |
| 3M | -16.8% | -39.3% | +22.5% | -1.2% |
| 6M | -16.5% | -40.1% | +23.7% | -4.2% |
| YTD | +0.8% | +71.8% | -71.0% | -27.6% |
| 1Y | +2.8% | +88.5% | -85.6% | -29.0% |
| 3Y | +278.5% | +770.0% | -491.4% | +37.8% |
| 5Y | +573.1% | +549.0% | +24.0% | +163.5% |
| 10Y | +2,598.7% | +650.3% | +1,948.4% | +779.1% |
| All | +30,513.3% | +1,473.3% | +29,040.0% | +6,840.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling