+412.5%
AMZN vs SE
+562.7%
-150.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.7% | -4.8% | +2.1% | -1.7% |
| 30D | -7.5% | -18.1% | +10.6% | -3.5% |
| 3M | +5.8% | +30.6% | -24.8% | -0.7% |
| 6M | +17.5% | +20.8% | -3.2% | +11.5% |
| YTD | +9.1% | -15.6% | +24.7% | +11.0% |
| 1Y | +9.4% | -44.2% | +53.6% | +21.2% |
| 3Y | +82.2% | +181.5% | -99.3% | +37.0% |
| 5Y | +45.2% | -66.9% | +112.1% | +51.9% |
| All | +412.5% | +562.7% | -150.2% | +205.1% |
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