+81.4%
INTC vs SE
+358.6%
-277.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.2% |
| 7D | +17.1% | -1.5% | +18.6% | +17.4% |
| 30D | -40.5% | -22.3% | -18.2% | -37.6% |
| 3M | -39.4% | -41.8% | +2.5% | -33.0% |
| 6M | -49.3% | -22.4% | -26.9% | -47.4% |
| YTD | +65.9% | -41.6% | +107.4% | +79.6% |
| 1Y | +61.5% | -48.0% | +109.5% | +78.9% |
| 3Y | +59.6% | +63.9% | -4.3% | +37.9% |
| 5Y | +31.2% | -78.2% | +109.3% | +51.6% |
| All | +81.4% | +358.6% | -277.2% | +7.4% |
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