+2,660.6%
AVGO vs WEC
+195.5%
+2,465.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | +18.2% | +1.5% | +16.7% | +18.0% |
| 30D | +0.2% | +10.2% | -9.9% | -0.9% |
| 3M | -16.8% | +7.6% | -24.4% | -17.5% |
| 6M | -16.5% | +6.6% | -23.1% | -17.3% |
| YTD | +0.8% | +14.4% | -13.6% | -1.4% |
| 1Y | +2.8% | +8.8% | -6.0% | +1.3% |
| 3Y | +278.5% | +63.3% | +215.2% | +239.7% |
| 5Y | +573.1% | +56.0% | +517.1% | +508.9% |
| All | +2,660.6% | +195.5% | +2,465.1% | +1,990.9% |
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