+426.0%
AMZN vs SE
+589.8%
-163.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -3.0% | -6.1% | +3.1% | -1.7% |
| 30D | -5.2% | -2.5% | -2.7% | -5.1% |
| 3M | +1.9% | +21.7% | -19.9% | -3.0% |
| 6M | +19.2% | +27.0% | -7.8% | +11.8% |
| YTD | +12.0% | -12.1% | +24.1% | +13.0% |
| 1Y | +9.7% | -40.9% | +50.6% | +20.0% |
| 3Y | +87.2% | +191.0% | -103.8% | +39.7% |
| 5Y | +48.7% | -68.3% | +116.9% | +56.5% |
| All | +426.0% | +589.8% | -163.8% | +210.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling