+31,416.6%
AVGO vs WMT
+825.7%
+30,590.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -3.0% | +3.9% | -6.9% | -4.2% |
| 30D | -14.4% | -4.4% | -10.0% | -13.4% |
| 3M | -14.4% | -8.8% | -5.6% | -12.4% |
| 6M | +13.1% | -15.6% | +28.8% | +18.5% |
| YTD | +3.8% | -3.2% | +7.0% | +2.8% |
| 1Y | +17.8% | +7.0% | +10.7% | +11.1% |
| 3Y | +325.3% | +105.3% | +220.0% | +204.1% |
| 5Y | +689.9% | +129.3% | +560.7% | +432.3% |
| 10Y | +2,597.0% | +423.9% | +2,173.1% | +1,167.5% |
| All | +31,416.6% | +825.7% | +30,590.9% | +10,305.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling