+31,416.6%
AVGO vs WWD
+1,875.3%
+29,541.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -3.0% | +1.3% | -4.2% | -3.5% |
| 30D | -14.4% | -7.2% | -7.3% | -11.9% |
| 3M | -14.4% | -3.8% | -10.6% | -13.8% |
| 6M | +13.1% | -9.9% | +23.0% | +16.3% |
| YTD | +3.8% | +14.8% | -11.0% | -5.1% |
| 1Y | +17.8% | +42.1% | -24.3% | -2.9% |
| 3Y | +325.3% | +170.8% | +154.5% | +162.4% |
| 5Y | +689.9% | +197.5% | +492.4% | +356.8% |
| 10Y | +2,597.0% | +477.8% | +2,119.2% | +954.5% |
| All | +31,416.6% | +1,875.3% | +29,541.3% | +6,371.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling