+94.8%
AAPL vs SE
+62.6%
+32.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.7% | +5.7% | +2.5% |
| 7D | +1.8% | -7.7% | +9.5% | +2.7% |
| 30D | +4.3% | -22.8% | +27.1% | +7.4% |
| 3M | +16.6% | -43.7% | +60.4% | +24.7% |
| 6M | +21.6% | -12.8% | +34.4% | +22.2% |
| YTD | +31.2% | -42.0% | +73.2% | +38.2% |
| 1Y | +29.6% | -48.0% | +77.6% | +38.4% |
| All | +94.8% | +62.6% | +32.2% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling