+30,513.3%
AVGO vs WWD
+1,782.0%
+28,731.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.1% | -4.5% |
| 7D | +18.2% | +4.0% | +14.2% | +16.3% |
| 30D | +0.2% | +0.4% | -0.2% | +0.2% |
| 3M | -16.8% | -7.9% | -8.9% | -13.9% |
| 6M | -16.5% | -10.6% | -5.8% | -13.3% |
| YTD | +0.8% | +9.4% | -8.6% | -5.8% |
| 1Y | +2.8% | +25.7% | -22.9% | -10.3% |
| 3Y | +278.5% | +148.5% | +130.0% | +142.7% |
| 5Y | +573.1% | +189.5% | +383.6% | +294.8% |
| 10Y | +2,598.7% | +451.8% | +2,146.9% | +979.2% |
| All | +30,513.3% | +1,782.0% | +28,731.3% | +6,322.2% |
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