+30,513.3%
AVGO vs WU
-15.2%
+30,528.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.1% | -5.3% |
| 7D | +18.2% | -2.0% | +20.2% | +18.9% |
| 30D | +0.2% | +11.4% | -11.2% | -4.5% |
| 3M | -16.8% | -6.8% | -10.0% | -15.6% |
| 6M | -16.5% | -14.6% | -1.8% | -13.9% |
| YTD | +0.8% | -20.6% | +21.5% | +6.3% |
| 1Y | +2.8% | -15.4% | +18.2% | +5.3% |
| 3Y | +278.5% | -23.6% | +302.2% | +290.1% |
| 5Y | +573.1% | -43.4% | +616.4% | +669.7% |
| 10Y | +2,598.7% | -38.8% | +2,637.5% | +2,721.9% |
| All | +30,513.3% | -15.2% | +30,528.4% | +24,918.0% |
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