+45.7%
BMY vs SEI
+684.3%
-638.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.8% |
| 7D | +2.1% | +10.5% | -8.4% | +2.2% |
| 30D | +7.0% | -8.0% | +15.0% | +7.0% |
| 3M | -0.9% | +6.7% | -7.6% | -0.9% |
| 6M | +14.9% | -17.0% | +32.0% | +14.8% |
| YTD | +22.8% | +39.7% | -16.8% | +22.0% |
| 1Y | +36.2% | +43.2% | -6.9% | +35.2% |
| 3Y | +45.7% | +676.3% | -630.7% | +31.2% |
| All | +45.7% | +684.3% | -638.6% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling