+269.2%
AVGO vs SN
+681.9%
-412.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.9% | +5.8% | +8.0% |
| 7D | -0.9% | +7.6% | -8.5% | -2.9% |
| 30D | -11.6% | +24.1% | -35.7% | -16.9% |
| 3M | -25.2% | +23.7% | -48.9% | -29.8% |
| 6M | -25.4% | +105.5% | -131.0% | -40.2% |
| YTD | -7.2% | +105.1% | -112.3% | -26.1% |
| 1Y | -7.9% | +148.3% | -156.2% | -30.8% |
| 3Y | +262.1% | +438.7% | -176.6% | +156.1% |
| All | +269.2% | +681.9% | -412.7% | +162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling