+22.3%
BMY vs SE
-67.4%
+89.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.2% |
| 7D | -3.3% | +0.6% | -3.9% | -3.3% |
| 30D | 0.0% | -0.1% | 0.0% | -0.1% |
| 3M | +17.7% | +34.1% | -16.4% | +16.8% |
| 6M | +9.6% | +23.2% | -13.6% | +8.9% |
| YTD | +24.0% | -11.2% | +35.1% | +23.9% |
| 1Y | +45.1% | -40.5% | +85.6% | +46.4% |
| 3Y | +22.5% | +196.3% | -173.8% | +17.9% |
| 5Y | +22.3% | -67.0% | +89.3% | +17.7% |
| All | +22.3% | -67.4% | +89.7% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling