+3,161.9%
AVGO vs WING
+672.3%
+2,489.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.4% |
| 7D | +6.1% | -0.5% | +6.6% | +6.2% |
| 30D | -2.7% | +32.3% | -35.0% | -9.2% |
| 3M | -16.9% | +50.2% | -67.0% | -25.4% |
| 6M | -19.1% | +31.7% | -50.8% | -26.4% |
| YTD | +0.3% | -29.6% | +29.9% | +4.2% |
| 1Y | -1.2% | -29.7% | +28.5% | +2.1% |
| 3Y | +272.4% | -19.8% | +292.2% | +250.0% |
| 5Y | +579.0% | +3.1% | +576.0% | +462.6% |
| 10Y | +2,584.7% | +682.9% | +1,901.8% | +1,145.6% |
| All | +3,161.9% | +672.3% | +2,489.6% | +1,365.2% |
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