+76.8%
INTC vs SE
+363.8%
-286.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.7% |
| 7D | +6.0% | -0.5% | +6.5% | +6.0% |
| 30D | -39.2% | -20.9% | -18.3% | -36.4% |
| 3M | -42.9% | -38.9% | -4.1% | -37.5% |
| 6M | -50.4% | -19.4% | -31.0% | -49.0% |
| YTD | +61.7% | -40.9% | +102.6% | +74.7% |
| 1Y | +66.1% | -46.2% | +112.3% | +82.7% |
| 3Y | +58.1% | +63.7% | -5.6% | +36.7% |
| 5Y | +27.9% | -77.9% | +105.8% | +47.4% |
| All | +76.8% | +363.8% | -286.9% | +4.5% |
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 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