+30,513.3%
AVGO vs WY
+168.8%
+30,344.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.7% | -6.5% | -5.5% |
| 7D | +18.2% | -0.8% | +19.0% | +18.5% |
| 30D | +0.2% | +10.1% | -9.9% | -4.7% |
| 3M | -16.8% | -15.4% | -1.4% | -11.5% |
| 6M | -16.5% | -8.3% | -8.2% | -15.1% |
| YTD | +0.8% | -9.8% | +10.6% | +2.2% |
| 1Y | +2.8% | -3.9% | +6.7% | +0.9% |
| 3Y | +278.5% | -23.3% | +301.9% | +300.1% |
| 5Y | +573.1% | -31.2% | +604.3% | +645.3% |
| 10Y | +2,598.7% | +5.5% | +2,593.1% | +2,120.3% |
| All | +30,513.3% | +168.8% | +30,344.5% | +15,432.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling