+365.4%
STX vs BMY
+47.1%
+318.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +5.8% |
| 7D | +2.4% | +0.4% | +2.0% | +2.5% |
| 30D | +1.4% | +5.0% | -3.6% | +2.7% |
| 3M | -8.2% | +19.4% | -27.6% | -4.1% |
| 6M | +127.0% | +9.5% | +117.5% | +139.9% |
| YTD | +209.1% | +28.1% | +181.1% | +215.6% |
| 1Y | +365.4% | +50.0% | +315.4% | +356.1% |
| All | +365.4% | +47.1% | +318.3% | +356.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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