+123.4%
GOOGL vs SE
+74.2%
+49.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.8% | +0.7% |
| 7D | +3.3% | +3.3% | 0.0% | +2.7% |
| 30D | -18.1% | -18.2% | +0.1% | -15.5% |
| 3M | -18.6% | -31.3% | +12.7% | -14.1% |
| 6M | -28.0% | -10.1% | -17.9% | -27.6% |
| YTD | -7.8% | -38.9% | +31.1% | -2.2% |
| 1Y | +3.6% | -48.0% | +51.6% | +12.6% |
| 3Y | +123.4% | +78.8% | +44.5% | +109.7% |
| All | +123.4% | +74.2% | +49.1% | +109.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling