+49.3%
AMZN vs SE
-77.7%
+126.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.9% | 0.0% | +2.3% |
| 7D | +8.7% | +3.3% | +5.4% | +7.9% |
| 30D | +1.7% | -18.2% | +19.9% | +6.3% |
| 3M | -2.8% | -31.3% | +28.5% | +5.2% |
| 6M | -2.1% | -10.1% | +8.0% | -1.2% |
| YTD | +15.6% | -38.9% | +54.5% | +26.5% |
| 1Y | +9.2% | -48.0% | +57.2% | +23.8% |
| 3Y | +89.9% | +78.8% | +11.0% | +54.0% |
| 5Y | +49.3% | -77.1% | +126.4% | +69.0% |
| All | +49.3% | -77.7% | +126.9% | +69.0% |
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 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