+31,416.6%
AVGO vs WEC
+760.4%
+30,656.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -3.0% | -0.3% | -2.7% | -2.9% |
| 30D | -14.4% | -1.3% | -13.1% | -14.3% |
| 3M | -14.4% | -3.9% | -10.5% | -14.0% |
| 6M | +13.1% | -8.3% | +21.4% | +14.6% |
| YTD | +3.8% | +3.1% | +0.7% | +2.2% |
| 1Y | +17.8% | +1.9% | +15.8% | +16.1% |
| 3Y | +325.3% | +41.9% | +283.3% | +276.0% |
| 5Y | +689.9% | +30.8% | +659.1% | +610.8% |
| 10Y | +2,597.0% | +141.9% | +2,455.1% | +1,735.9% |
| All | +31,416.6% | +760.4% | +30,656.2% | +9,247.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling