+44.5%
AAPL vs SE
-43.9%
+88.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.6% |
| 7D | -0.5% | -4.8% | +4.3% | -0.1% |
| 30D | +7.1% | -18.1% | +25.2% | +8.8% |
| 3M | +12.1% | +30.6% | -18.5% | +8.9% |
| 6M | +25.4% | +20.8% | +4.7% | +22.0% |
| YTD | +20.5% | -15.6% | +36.0% | +19.4% |
| 1Y | +44.5% | -44.2% | +88.7% | +52.8% |
| All | +44.5% | -43.9% | +88.4% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling