+345.6%
AVGO vs WING
-31.3%
+376.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -13.8% | -6.0% | -7.8% | -13.4% |
| 3M | -6.9% | -23.5% | +16.6% | -4.3% |
| 6M | +11.9% | -52.0% | +63.9% | +24.2% |
| YTD | +6.9% | -53.8% | +60.7% | +18.1% |
| 1Y | +7.4% | -63.8% | +71.2% | +24.5% |
| 3Y | +345.6% | -30.8% | +376.3% | +322.3% |
| All | +345.6% | -31.3% | +376.9% | +322.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling