-6.8%
AVGO vs SE
-48.0%
+41.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.5% | -6.5% | -2.7% |
| 7D | -7.5% | +6.7% | -14.1% | -8.5% |
| 30D | -10.2% | -17.2% | +7.0% | -7.6% |
| 3M | -22.0% | -28.0% | +6.0% | -18.4% |
| 6M | -21.6% | -6.1% | -15.5% | -23.0% |
| YTD | -5.4% | -37.1% | +31.7% | +2.6% |
| 1Y | -6.8% | -48.8% | +41.9% | +10.2% |
| All | -6.8% | -48.0% | +41.2% | +10.2% |
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