+1,770.8%
AVGO vs SE
+589.8%
+1,181.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -3.0% | -6.1% | +3.1% | -1.7% |
| 30D | -14.4% | -2.5% | -12.0% | -14.4% |
| 3M | -14.4% | +21.7% | -36.1% | -18.4% |
| 6M | +13.1% | +27.0% | -13.9% | +6.1% |
| YTD | +3.8% | -12.1% | +15.9% | +4.5% |
| 1Y | +17.8% | -40.9% | +58.7% | +28.4% |
| 3Y | +325.3% | +191.0% | +134.3% | +231.6% |
| 5Y | +689.9% | -68.3% | +758.2% | +757.2% |
| All | +1,770.8% | +589.8% | +1,181.0% | +1,070.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling