+278.5%
AVGO vs SN
+440.0%
-161.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.8% | -7.6% | -5.8% |
| 7D | +18.2% | +1.5% | +16.6% | +17.4% |
| 30D | +0.2% | +21.5% | -21.3% | -6.9% |
| 3M | -16.8% | +20.0% | -36.8% | -22.7% |
| 6M | -16.5% | +119.9% | -136.4% | -39.1% |
| YTD | +0.8% | +102.3% | -101.5% | -25.0% |
| 1Y | +2.8% | +148.0% | -145.2% | -29.9% |
| 3Y | +278.5% | +450.0% | -171.5% | +105.3% |
| All | +278.5% | +440.0% | -161.5% | +105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling