+6.9%
AMZN vs SE
-53.5%
+60.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +1.9% | -1.1% |
| 7D | +0.1% | -7.7% | +7.8% | +1.4% |
| 30D | +2.6% | -22.8% | +25.4% | +6.5% |
| 3M | -2.2% | -43.7% | +41.5% | +6.7% |
| 6M | -1.0% | -12.8% | +11.8% | -0.1% |
| YTD | +15.3% | -42.0% | +57.3% | +23.1% |
| 1Y | +6.9% | -48.0% | +54.9% | +16.0% |
| All | +6.9% | -53.5% | +60.3% | +16.0% |
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