+17.8%
AVGO vs WMT
+8.1%
+9.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | -0.2% |
| 7D | -3.0% | +3.9% | -6.9% | -1.6% |
| 30D | -14.4% | -4.4% | -10.0% | -15.4% |
| 3M | -14.4% | -8.8% | -5.6% | -16.5% |
| 6M | +13.1% | -15.6% | +28.8% | +8.4% |
| YTD | +3.8% | -3.2% | +7.0% | +7.1% |
| 1Y | +17.8% | +7.0% | +10.7% | +33.9% |
| All | +17.8% | +8.1% | +9.6% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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