+34.6%
BMY vs SE
-51.7%
+86.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +6.1% |
| 3M | -2.1% | -33.1% | +31.0% | -2.3% |
| 6M | +14.3% | -11.4% | +25.7% | +13.0% |
| YTD | +21.6% | -39.8% | +61.4% | +19.6% |
| All | +34.6% | -51.7% | +86.3% | +33.0% |
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