+17.8%
AVGO vs WMB
+31.9%
-14.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | +0.6% | -3.5% | -2.9% |
| 30D | -14.4% | +3.3% | -17.7% | -14.1% |
| 3M | -14.4% | +3.1% | -17.6% | -14.2% |
| 6M | +13.1% | -0.7% | +13.8% | +13.1% |
| YTD | +3.8% | +25.2% | -21.4% | +4.6% |
| 1Y | +17.8% | +32.9% | -15.1% | +23.9% |
| All | +17.8% | +31.9% | -14.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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