+85.3%
AVGO vs WETO
-99.4%
+184.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.7% | +0.3% |
| 7D | +1.1% | -4.3% | +5.5% | +1.1% |
| 30D | -13.0% | -39.9% | +26.9% | -11.7% |
| 3M | -6.0% | -97.9% | +91.9% | -3.8% |
| 6M | +6.4% | -95.0% | +101.4% | +6.7% |
| YTD | +5.0% | -97.2% | +102.1% | +5.8% |
| 1Y | +1.4% | -98.9% | +100.3% | +3.1% |
| All | +85.3% | -99.4% | +184.7% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 3y: compounded portfolio wealth divided by compounded WETO 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…
3y analysis · Full analysis span regression · 6 months rolling