+109.0%
AAPL vs SE
-67.4%
+176.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | -2.7% | +0.6% | -3.3% | -2.8% |
| 30D | +1.0% | -0.1% | +1.1% | +0.7% |
| 3M | +5.0% | +34.1% | -29.2% | -0.2% |
| 6M | +23.0% | +23.2% | -0.2% | +18.0% |
| YTD | +16.6% | -11.2% | +27.8% | +17.0% |
| 1Y | +33.4% | -40.5% | +74.0% | +42.0% |
| 3Y | +79.9% | +196.3% | -116.4% | +44.4% |
| 5Y | +109.0% | -67.0% | +176.1% | +104.5% |
| All | +109.0% | -67.4% | +176.4% | +104.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling