+59.2%
INTC vs SE
+74.2%
-15.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.9% | +2.5% | +4.9% |
| 7D | -1.0% | +3.3% | -4.3% | -1.5% |
| 30D | -43.3% | -18.2% | -25.1% | -41.2% |
| 3M | -41.6% | -31.3% | -10.3% | -37.8% |
| 6M | -52.5% | -10.1% | -42.4% | -52.6% |
| YTD | +60.9% | -38.9% | +99.8% | +73.2% |
| 1Y | +55.7% | -48.0% | +103.7% | +73.9% |
| 3Y | +59.2% | +78.8% | -19.6% | +43.2% |
| All | +59.2% | +74.2% | -15.0% | +43.2% |
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