+6.7%
AMZN vs SE
-48.0%
+54.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.5% | +1.7% | +5.4% |
| 7D | +4.5% | +6.7% | -2.2% | +3.5% |
| 30D | +5.8% | -17.2% | +23.0% | +8.6% |
| 3M | -4.1% | -28.0% | +23.9% | +0.3% |
| 6M | -2.2% | -6.1% | +3.9% | -2.5% |
| YTD | +15.3% | -37.1% | +52.4% | +21.1% |
| 1Y | +6.7% | -48.8% | +55.5% | +15.9% |
| All | +6.7% | -48.0% | +54.7% | +15.9% |
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