+63.8%
BMY vs SEI
+606.2%
-542.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +16.3% | -19.5% | -4.0% |
| 7D | -3.3% | +28.8% | -32.2% | -4.6% |
| 30D | 0.0% | +10.4% | -10.4% | -0.7% |
| 3M | +17.7% | -11.4% | +29.2% | +17.7% |
| 6M | +9.6% | +31.2% | -21.6% | +7.1% |
| YTD | +24.0% | +39.7% | -15.7% | +20.3% |
| 1Y | +45.1% | +149.0% | -103.9% | +35.4% |
| 3Y | +22.5% | +560.2% | -537.7% | +1.0% |
| 5Y | +22.3% | +955.7% | -933.4% | -6.5% |
| All | +63.8% | +606.2% | -542.4% | +29.9% |
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