+1,804.6%
AVGO vs SE
+569.0%
+1,235.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | -0.3% |
| 7D | -0.8% | -3.6% | +2.9% | 0.0% |
| 30D | -13.7% | -5.3% | -8.4% | -13.2% |
| 3M | -6.9% | +28.1% | -35.0% | -12.2% |
| 6M | +5.8% | +20.7% | -14.9% | +0.3% |
| YTD | +5.7% | -14.8% | +20.5% | +7.1% |
| 1Y | +9.0% | -43.6% | +52.6% | +19.9% |
| 3Y | +340.5% | +184.2% | +156.3% | +245.3% |
| 5Y | +711.1% | -66.3% | +777.4% | +768.9% |
| All | +1,804.6% | +569.0% | +1,235.7% | +1,099.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling