+25,809.4%
AVGO vs WMB
+954.5%
+24,854.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -9.9% | -13.8% | +3.9% | -5.6% |
| 30D | -22.0% | -10.3% | -11.7% | -19.3% |
| 3M | -30.0% | -10.1% | -20.0% | -27.9% |
| 6M | -30.7% | -11.8% | -18.9% | -28.4% |
| YTD | -14.7% | +8.9% | -23.6% | -17.9% |
| 1Y | -16.8% | +14.0% | -30.8% | -21.2% |
| 3Y | +244.4% | +100.5% | +143.9% | +173.7% |
| 5Y | +474.0% | +179.5% | +294.5% | +308.8% |
| 10Y | +2,122.6% | +272.7% | +1,849.8% | +1,256.4% |
| All | +25,809.4% | +954.5% | +24,854.9% | +8,336.4% |
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