+31,416.6%
AVGO vs WU
-12.7%
+31,429.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -3.0% | -0.8% | -2.1% | -2.7% |
| 30D | -14.4% | -1.1% | -13.3% | -14.2% |
| 3M | -14.4% | -3.9% | -10.6% | -14.8% |
| 6M | +13.1% | -20.7% | +33.8% | +21.4% |
| YTD | +3.8% | -18.4% | +22.1% | +9.5% |
| 1Y | +17.8% | -8.1% | +25.8% | +17.4% |
| 3Y | +325.3% | -24.2% | +349.4% | +344.0% |
| 5Y | +689.9% | -50.4% | +740.4% | +869.3% |
| 10Y | +2,597.0% | -40.0% | +2,637.0% | +2,786.8% |
| All | +31,416.6% | -12.7% | +31,429.3% | +25,677.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling