+95.1%
META vs SE
+64.9%
+30.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.8% | +2.0% | -2.8% | -1.3% |
| 30D | -15.4% | -20.0% | +4.6% | -10.7% |
| 3M | +3.5% | -31.8% | +35.3% | +12.9% |
| 6M | -0.3% | -15.9% | +15.6% | +2.8% |
| YTD | -7.3% | -40.6% | +33.3% | +3.0% |
| 1Y | -1.1% | -50.7% | +49.6% | +14.9% |
| 3Y | +95.1% | +70.3% | +24.8% | +72.4% |
| All | +95.1% | +64.9% | +30.1% | +72.4% |
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 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