+42.6%
BMY vs SE
+589.8%
-547.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | +0.4% | -6.1% | +6.5% | +0.7% |
| 30D | +5.0% | -2.5% | +7.5% | +5.0% |
| 3M | +19.4% | +21.7% | -2.3% | +17.9% |
| 6M | +9.5% | +27.0% | -17.5% | +7.8% |
| YTD | +28.1% | -12.1% | +40.2% | +28.2% |
| 1Y | +50.0% | -40.9% | +90.9% | +53.1% |
| 3Y | +24.1% | +191.0% | -166.9% | +14.3% |
| 5Y | +25.0% | -68.3% | +93.3% | +29.9% |
| All | +42.6% | +589.8% | -547.1% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling