+525.7%
AVGO vs WING
+9.2%
+516.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.4% | +0.4% | +7.2% |
| 7D | -0.9% | +8.6% | -9.4% | -2.3% |
| 30D | -11.6% | +44.8% | -56.4% | -17.7% |
| 3M | -25.2% | +51.9% | -77.1% | -31.5% |
| 6M | -25.4% | +37.2% | -62.7% | -31.4% |
| YTD | -7.2% | -25.3% | +18.1% | -4.4% |
| 1Y | -7.9% | -25.1% | +17.2% | -5.7% |
| 3Y | +262.1% | -12.9% | +275.0% | +235.8% |
| 5Y | +525.7% | +12.0% | +513.7% | +416.3% |
| All | +525.7% | +9.2% | +516.5% | +416.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling