+878.0%
AAPL vs SE
+355.3%
+522.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.7% | +5.7% | +2.7% |
| 7D | +1.8% | -7.7% | +9.5% | +3.1% |
| 30D | +4.3% | -22.8% | +27.1% | +8.8% |
| 3M | +16.6% | -43.7% | +60.4% | +28.3% |
| 6M | +21.6% | -12.8% | +34.4% | +22.9% |
| YTD | +31.2% | -42.0% | +73.2% | +41.2% |
| 1Y | +29.6% | -48.0% | +77.6% | +41.9% |
| 3Y | +93.1% | +62.7% | +30.4% | +66.2% |
| 5Y | +146.2% | -77.8% | +224.0% | +179.9% |
| All | +878.0% | +355.3% | +522.7% | +485.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling