+2,856.4%
AVGO vs WING
+359.3%
+2,497.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.2% | -1.4% |
| 7D | -0.8% | -2.3% | +1.5% | -0.3% |
| 30D | -13.7% | -5.6% | -8.1% | -13.2% |
| 3M | -6.9% | -22.9% | +16.0% | -2.8% |
| 6M | +5.8% | -50.4% | +56.2% | +21.8% |
| YTD | +5.7% | -53.3% | +59.0% | +21.7% |
| 1Y | +9.0% | -61.2% | +70.2% | +30.5% |
| 3Y | +340.5% | -30.1% | +370.6% | +321.3% |
| 5Y | +711.1% | -35.0% | +746.1% | +647.1% |
| 10Y | +2,856.4% | +375.5% | +2,480.9% | +1,452.4% |
| All | +2,856.4% | +359.3% | +2,497.1% | +1,452.4% |
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