+9.0%
AVGO vs SE
-42.8%
+51.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +2.9% | -0.5% |
| 7D | -0.8% | -3.6% | +2.9% | -0.2% |
| 30D | -13.7% | -5.3% | -8.4% | -13.3% |
| 3M | -6.9% | +28.1% | -35.0% | -11.9% |
| 6M | +5.8% | +20.7% | -14.9% | +0.4% |
| YTD | +5.7% | -14.8% | +20.5% | +8.2% |
| 1Y | +9.0% | -43.6% | +52.6% | +20.5% |
| All | +9.0% | -42.8% | +51.8% | +20.5% |
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