+9.0%
AVGO vs WEC
+2.5%
+6.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.7% |
| 7D | -0.8% | +0.4% | -1.2% | -0.5% |
| 30D | -13.7% | +0.9% | -14.6% | -13.0% |
| 3M | -6.9% | -5.3% | -1.6% | -10.3% |
| 6M | +5.8% | -6.6% | +12.3% | +2.0% |
| YTD | +5.7% | +3.3% | +2.4% | +6.3% |
| 1Y | +9.0% | +2.1% | +7.0% | +5.9% |
| All | +9.0% | +2.5% | +6.5% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling