+3,275.5%
AVGO vs WING
+405.9%
+2,869.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -3.0% | -3.9% | +0.9% | -2.1% |
| 30D | -14.4% | -11.6% | -2.9% | -12.6% |
| 3M | -14.4% | -24.2% | +9.8% | -10.2% |
| 6M | +13.1% | -54.1% | +67.2% | +32.6% |
| YTD | +3.8% | -53.9% | +57.7% | +19.8% |
| 1Y | +17.8% | -64.4% | +82.1% | +44.0% |
| 3Y | +325.3% | -30.2% | +355.5% | +308.4% |
| 5Y | +689.9% | -34.1% | +724.0% | +628.4% |
| 10Y | +2,597.0% | +342.1% | +2,254.9% | +1,335.5% |
| All | +3,275.5% | +405.9% | +2,869.7% | +1,584.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling