+441.6%
AMZN vs SE
+355.3%
+86.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +1.9% | -1.0% |
| 7D | +0.1% | -7.7% | +7.8% | +1.8% |
| 30D | +2.6% | -22.8% | +25.4% | +8.2% |
| 3M | -2.2% | -43.7% | +41.5% | +10.1% |
| 6M | -1.0% | -12.8% | +11.8% | +0.5% |
| YTD | +15.3% | -42.0% | +57.3% | +26.7% |
| 1Y | +6.9% | -48.0% | +54.9% | +20.0% |
| 3Y | +85.4% | +62.7% | +22.7% | +57.0% |
| 5Y | +53.3% | -77.8% | +131.1% | +74.3% |
| All | +441.6% | +355.3% | +86.3% | +248.3% |
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