+2,660.6%
AVGO vs WING
+620.3%
+2,040.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.7% | -4.8% |
| 7D | +18.2% | -2.5% | +20.7% | +18.7% |
| 30D | +0.2% | +29.5% | -29.3% | -6.1% |
| 3M | -16.8% | +40.2% | -57.0% | -24.3% |
| 6M | -16.5% | +32.7% | -49.2% | -24.3% |
| YTD | +0.8% | -32.8% | +33.6% | +5.9% |
| 1Y | +2.8% | -31.7% | +34.5% | +6.9% |
| 3Y | +278.5% | -24.7% | +303.3% | +259.7% |
| 5Y | +573.1% | -0.5% | +573.5% | +456.7% |
| All | +2,660.6% | +620.3% | +2,040.4% | +1,231.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling