+17.8%
AVGO vs WWD
+41.9%
-24.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | -3.0% | +1.3% | -4.2% | -3.2% |
| 30D | -14.4% | -7.2% | -7.3% | -13.2% |
| 3M | -14.4% | -3.8% | -10.6% | -14.0% |
| 6M | +13.1% | -9.9% | +23.0% | +14.4% |
| YTD | +3.8% | +14.8% | -11.0% | +0.1% |
| 1Y | +17.8% | +42.1% | -24.3% | +6.8% |
| All | +17.8% | +41.9% | -24.1% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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