+45.6%
BMY vs SEI
+18.6%
+27.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -16.9% | +20.9% | +3.3% |
| 7D | +6.0% | -16.4% | +22.4% | +5.3% |
| 30D | +9.1% | -22.9% | +32.0% | +8.4% |
| 3M | -2.6% | -0.3% | -2.3% | -3.0% |
| 6M | +13.1% | -22.3% | +35.5% | +12.1% |
| YTD | +23.0% | +26.2% | -3.1% | +20.4% |
| 1Y | +45.6% | +8.2% | +37.3% | +42.8% |
| All | +45.6% | +18.6% | +27.0% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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