+7.4%
AVGO vs SN
+48.4%
-41.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.0% | +2.7% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -13.8% | -5.6% | -8.2% | -12.7% |
| 3M | -6.9% | +48.1% | -55.0% | -16.9% |
| 6M | +11.9% | +57.6% | -45.7% | -3.1% |
| YTD | +6.9% | +56.5% | -49.6% | -7.6% |
| 1Y | +7.4% | +52.6% | -45.1% | -8.8% |
| All | +7.4% | +48.4% | -41.0% | -8.8% |
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