-6.8%
AVGO vs SN
+156.5%
-163.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.1% | -6.1% | -2.9% |
| 7D | -7.5% | +10.6% | -18.1% | -9.7% |
| 30D | -10.2% | +20.0% | -30.2% | -14.1% |
| 3M | -22.0% | +30.4% | -52.4% | -27.1% |
| 6M | -21.6% | +91.0% | -112.6% | -34.6% |
| YTD | -5.4% | +95.9% | -101.4% | -23.3% |
| 1Y | -6.8% | +158.9% | -165.7% | -28.1% |
| All | -6.8% | +156.5% | -163.3% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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