+35.4%
BMY vs SE
+372.6%
-337.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.1% |
| 7D | +1.8% | 0.0% | +1.7% | +1.8% |
| 30D | +6.2% | -19.4% | +25.6% | +7.3% |
| 3M | -2.1% | -33.1% | +31.0% | -0.4% |
| 6M | +14.3% | -11.4% | +25.7% | +14.4% |
| YTD | +21.6% | -39.8% | +61.4% | +23.9% |
| 1Y | +38.8% | -50.5% | +89.3% | +42.7% |
| 3Y | +42.9% | +68.9% | -25.9% | +35.4% |
| 5Y | +30.1% | -77.1% | +107.2% | +37.1% |
| All | +35.4% | +372.6% | -337.2% | -2.7% |
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