+29.3%
V vs SE
-48.0%
+77.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.5% | -0.6% | +3.5% |
| 7D | +9.0% | +6.7% | +2.3% | +8.5% |
| 30D | +18.1% | -17.2% | +35.3% | +19.4% |
| 3M | +18.3% | -28.0% | +46.4% | +20.6% |
| 6M | +34.1% | -6.1% | +40.2% | +33.4% |
| YTD | +25.2% | -37.1% | +62.4% | +29.0% |
| 1Y | +29.3% | -48.8% | +78.1% | +31.8% |
| All | +29.3% | -48.0% | +77.3% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling