-6.8%
AVGO vs WING
-23.2%
+16.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.0% |
| 7D | -7.5% | +21.0% | -28.4% | -7.4% |
| 30D | -10.2% | +56.9% | -67.1% | -10.2% |
| 3M | -22.0% | +38.4% | -60.4% | -22.1% |
| 6M | -21.6% | +12.0% | -33.6% | -21.4% |
| YTD | -5.4% | -29.2% | +23.8% | -3.8% |
| 1Y | -6.8% | -28.8% | +22.0% | -5.3% |
| All | -6.8% | -23.2% | +16.4% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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