+214.9%
INTC vs SE
+569.0%
-354.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +2.5% |
| 7D | +18.0% | -3.6% | +21.6% | +18.8% |
| 30D | +8.9% | -5.3% | +14.2% | +9.6% |
| 3M | -1.6% | +28.1% | -29.6% | -6.9% |
| 6M | +133.1% | +20.7% | +112.4% | +121.6% |
| YTD | +187.9% | -14.8% | +202.7% | +190.8% |
| 1Y | +334.7% | -43.6% | +378.3% | +374.5% |
| 3Y | +184.2% | +184.2% | 0.0% | +120.8% |
| 5Y | +116.0% | -66.3% | +182.3% | +129.5% |
| All | +214.9% | +569.0% | -354.1% | +73.9% |
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