+62.2%
BMY vs SEI
+605.9%
-543.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.8% |
| 7D | +2.1% | +10.5% | -8.4% | +1.7% |
| 30D | +7.0% | -8.0% | +15.0% | +7.0% |
| 3M | -0.9% | +6.7% | -7.6% | -1.9% |
| 6M | +14.9% | -17.0% | +32.0% | +14.6% |
| YTD | +22.8% | +39.7% | -16.8% | +18.5% |
| 1Y | +36.2% | +43.2% | -6.9% | +31.0% |
| 3Y | +45.7% | +676.3% | -630.7% | +17.9% |
| 5Y | +31.3% | +891.0% | -859.8% | +0.6% |
| All | +62.2% | +605.9% | -543.7% | +28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling