+26.4%
V vs SE
-52.2%
+78.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.2% | +2.0% | +0.2% | +2.1% |
| 30D | +13.6% | -20.0% | +33.6% | +15.2% |
| 3M | +14.3% | -31.8% | +46.1% | +16.9% |
| 6M | +33.1% | -15.9% | +49.0% | +33.6% |
| YTD | +21.2% | -40.6% | +61.9% | +25.3% |
| 1Y | +26.4% | -50.7% | +77.1% | +29.2% |
| All | +26.4% | -52.2% | +78.6% | +29.2% |
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 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