+29,187.3%
AVGO vs WWD
+1,806.3%
+27,381.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | 0.0% | +0.4% | -0.5% | 0.0% |
| 30D | -8.2% | -0.4% | -7.8% | -7.9% |
| 3M | -21.3% | -6.1% | -15.2% | -19.2% |
| 6M | -22.5% | -9.5% | -13.0% | -20.0% |
| YTD | -3.6% | +10.8% | -14.4% | -10.4% |
| 1Y | -6.7% | +23.5% | -30.2% | -17.9% |
| 3Y | +258.1% | +151.3% | +106.9% | +128.6% |
| 5Y | +560.9% | +187.8% | +373.1% | +288.6% |
| 10Y | +2,475.6% | +461.1% | +2,014.5% | +922.6% |
| All | +29,187.3% | +1,806.3% | +27,381.0% | +6,011.2% |
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