+1,638.4%
AVGO vs SE
+372.6%
+1,265.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.2% |
| 7D | 0.0% | 0.0% | -0.1% | 0.0% |
| 30D | -8.2% | -19.4% | +11.2% | -4.1% |
| 3M | -21.3% | -33.1% | +11.8% | -15.0% |
| 6M | -22.5% | -11.4% | -11.1% | -21.7% |
| YTD | -3.6% | -39.8% | +36.2% | +4.8% |
| 1Y | -6.7% | -50.5% | +43.8% | +5.5% |
| 3Y | +258.1% | +68.9% | +189.3% | +212.1% |
| 5Y | +560.9% | -77.1% | +638.0% | +667.4% |
| All | +1,638.4% | +372.6% | +1,265.8% | +1,074.0% |
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