+9.0%
AVGO vs WING
-63.4%
+72.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.2% | -1.1% |
| 7D | -0.8% | -2.3% | +1.5% | -0.8% |
| 30D | -13.7% | -5.6% | -8.1% | -13.7% |
| 3M | -6.9% | -22.9% | +16.0% | -6.9% |
| 6M | +5.8% | -50.4% | +56.2% | +8.2% |
| YTD | +5.7% | -53.3% | +59.0% | +8.0% |
| 1Y | +9.0% | -61.2% | +70.2% | +11.5% |
| All | +9.0% | -63.4% | +72.4% | +11.5% |
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