-1.6%
AVGO vs TE
+136.1%
-137.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | -0.2% |
| 7D | +1.0% | +0.9% | +0.1% | +0.9% |
| 30D | -13.3% | -16.3% | +3.0% | -11.9% |
| 3M | -2.9% | -40.8% | +37.9% | +1.2% |
| 6M | +5.7% | -42.6% | +48.3% | +8.9% |
| YTD | +4.6% | -31.4% | +36.1% | +5.4% |
| 1Y | -1.6% | +144.9% | -146.6% | -4.1% |
| All | -1.6% | +136.1% | -137.7% | -4.1% |
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