+31,416.6%
AVGO vs WDC
+2,386.8%
+29,029.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | -2.0% |
| 7D | -3.0% | +1.7% | -4.7% | -3.7% |
| 30D | -14.4% | -10.0% | -4.5% | -12.0% |
| 3M | -14.4% | -18.8% | +4.3% | -11.2% |
| 6M | +13.1% | +79.0% | -65.9% | -15.4% |
| YTD | +3.8% | +171.6% | -167.8% | -36.6% |
| 1Y | +17.8% | +417.4% | -399.6% | -45.7% |
| 3Y | +325.3% | +1,251.8% | -926.5% | +32.0% |
| 5Y | +689.9% | +911.7% | -221.8% | +163.2% |
| 10Y | +2,597.0% | +1,399.6% | +1,197.4% | +585.4% |
| All | +31,416.6% | +2,386.8% | +29,029.8% | +5,978.4% |
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 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