+2,856.4%
AVGO vs WEC
+141.2%
+2,715.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -0.8% | +0.4% | -1.2% | -0.8% |
| 30D | -13.7% | +0.9% | -14.6% | -13.9% |
| 3M | -6.9% | -5.3% | -1.6% | -6.5% |
| 6M | +5.8% | -6.6% | +12.3% | +6.3% |
| YTD | +5.7% | +3.3% | +2.4% | +4.5% |
| 1Y | +9.0% | +2.1% | +7.0% | +7.9% |
| 3Y | +340.5% | +39.6% | +300.9% | +304.9% |
| 5Y | +711.1% | +31.2% | +679.9% | +653.7% |
| 10Y | +2,856.4% | +148.4% | +2,708.0% | +2,204.9% |
| All | +2,856.4% | +141.2% | +2,715.2% | +2,204.9% |
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