+711.1%
AVGO vs WU
-51.4%
+762.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -1.0% |
| 7D | -0.8% | -4.9% | +4.2% | +0.3% |
| 30D | -13.7% | -1.3% | -12.5% | -13.6% |
| 3M | -6.9% | -3.6% | -3.4% | -7.6% |
| 6M | +5.8% | -24.3% | +30.1% | +11.5% |
| YTD | +5.7% | -21.1% | +26.8% | +10.0% |
| 1Y | +9.0% | -10.3% | +19.3% | +9.2% |
| 3Y | +340.5% | -28.4% | +368.9% | +356.9% |
| 5Y | +711.1% | -51.2% | +762.3% | +818.8% |
| All | +711.1% | -51.4% | +762.5% | +818.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling