+61.1%
BMY vs SEI
+644.4%
-583.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.3% | -0.4% |
| 7D | -4.8% | +22.6% | -27.3% | -5.8% |
| 30D | -0.1% | +9.1% | -9.2% | -0.7% |
| 3M | +13.1% | -11.3% | +24.4% | +13.2% |
| 6M | +8.4% | +22.0% | -13.6% | +6.3% |
| YTD | +22.0% | +47.3% | -25.3% | +18.0% |
| 1Y | +40.3% | +124.8% | -84.5% | +31.8% |
| 3Y | +20.5% | +591.3% | -570.8% | -0.8% |
| 5Y | +23.7% | +1,008.2% | -984.5% | -5.7% |
| All | +61.1% | +644.4% | -583.3% | +27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling