+695.2%
AVGO vs WING
-35.6%
+730.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -3.0% | -3.9% | +0.9% | -2.3% |
| 30D | -14.4% | -11.6% | -2.9% | -12.9% |
| 3M | -14.4% | -24.2% | +9.8% | -11.0% |
| 6M | +13.1% | -54.1% | +67.2% | +29.6% |
| YTD | +3.8% | -53.9% | +57.7% | +17.3% |
| 1Y | +17.8% | -64.4% | +82.1% | +40.4% |
| 3Y | +325.3% | -30.2% | +355.5% | +305.3% |
| All | +695.2% | -35.6% | +730.8% | +612.6% |
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