+42.9%
BMY vs SE
-42.8%
+85.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.6% | -0.5% |
| 7D | -4.8% | -3.6% | -1.2% | -4.8% |
| 30D | -0.7% | -5.3% | +4.6% | -0.7% |
| 3M | +15.3% | +28.1% | -12.8% | +14.7% |
| 6M | +8.5% | +20.7% | -12.1% | +7.5% |
| YTD | +23.4% | -14.8% | +38.2% | +21.6% |
| 1Y | +42.9% | -43.6% | +86.5% | +39.4% |
| All | +42.9% | -42.8% | +85.7% | +39.4% |
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 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