+2,481.8%
AVGO vs WEC
+189.6%
+2,292.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +3.9% |
| 7D | 0.0% | +1.4% | -1.4% | -0.2% |
| 30D | -8.2% | +12.8% | -21.0% | -9.4% |
| 3M | -21.3% | +11.2% | -32.5% | -22.2% |
| 6M | -22.5% | +6.6% | -29.1% | -23.3% |
| YTD | -3.6% | +13.8% | -17.4% | -5.6% |
| 1Y | -6.7% | +7.6% | -14.3% | -7.9% |
| 3Y | +258.1% | +62.2% | +195.9% | +221.7% |
| 5Y | +560.9% | +52.0% | +508.9% | +501.0% |
| All | +2,481.8% | +189.6% | +2,292.1% | +1,850.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling