+2.8%
AVGO vs TE
-49.1%
+51.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.0% | -1.7% | -4.3% |
| 7D | +18.2% | -19.1% | +37.2% | +21.9% |
| 30D | +0.2% | -34.1% | +34.4% | +6.5% |
| 3M | -16.8% | -60.1% | +43.3% | -5.3% |
| 6M | -16.5% | -66.0% | +49.5% | -4.9% |
| YTD | +0.8% | -71.4% | +72.2% | +12.8% |
| 1Y | +2.8% | -45.3% | +48.1% | -3.4% |
| All | +2.8% | -49.1% | +51.9% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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