+17.8%
AVGO vs SE
-38.5%
+56.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -3.0% | -6.1% | +3.1% | -2.0% |
| 30D | -14.4% | -2.5% | -12.0% | -14.4% |
| 3M | -14.4% | +21.7% | -36.1% | -18.2% |
| 6M | +13.1% | +27.0% | -13.9% | +6.2% |
| YTD | +3.8% | -12.1% | +15.9% | +6.1% |
| 1Y | +17.8% | -40.9% | +58.7% | +32.1% |
| All | +17.8% | -38.5% | +56.3% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 1y: compounded portfolio wealth divided by compounded SE 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…
1y analysis · Full analysis span regression · 6 months rolling