-6.8%
AVGO vs WY
+0.3%
-7.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.6% | -7.6% | -0.8% |
| 7D | -7.5% | +13.3% | -20.8% | -5.0% |
| 30D | -10.2% | +17.6% | -27.8% | -7.3% |
| 3M | -22.0% | -15.0% | -7.0% | -22.7% |
| 6M | -21.6% | -5.9% | -15.7% | -21.3% |
| YTD | -5.4% | -5.7% | +0.3% | -5.1% |
| 1Y | -6.8% | -0.2% | -6.6% | -6.5% |
| All | -6.8% | +0.3% | -7.2% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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