+262.1%
AVGO vs WING
-13.5%
+275.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.4% | +0.4% | +7.7% |
| 7D | -0.9% | +8.6% | -9.4% | -1.9% |
| 30D | -11.6% | +44.8% | -56.4% | -16.0% |
| 3M | -25.2% | +51.9% | -77.1% | -29.7% |
| 6M | -25.4% | +37.2% | -62.7% | -29.8% |
| YTD | -7.2% | -25.3% | +18.1% | -4.1% |
| 1Y | -7.9% | -25.1% | +17.2% | -5.4% |
| 3Y | +262.1% | -12.9% | +275.0% | +228.3% |
| All | +262.1% | -13.5% | +275.6% | +228.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling