+31,416.6%
AVGO vs WMB
+1,111.4%
+30,305.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | +0.6% | -3.5% | -3.1% |
| 30D | -14.4% | +3.3% | -17.7% | -15.5% |
| 3M | -14.4% | +3.1% | -17.6% | -15.6% |
| 6M | +13.1% | -0.7% | +13.8% | +12.5% |
| YTD | +3.8% | +25.2% | -21.4% | -4.3% |
| 1Y | +17.8% | +32.9% | -15.1% | +6.2% |
| 3Y | +325.3% | +140.6% | +184.7% | +219.2% |
| 5Y | +689.9% | +273.5% | +416.5% | +414.0% |
| 10Y | +2,597.0% | +334.2% | +2,262.8% | +1,469.3% |
| All | +31,416.6% | +1,111.4% | +30,305.2% | +9,729.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling