+9,423.5%
STX vs BMY
+490.0%
+8,933.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | -17.3% | +1.8% | -19.0% | -17.8% |
| 30D | -35.9% | +6.2% | -42.2% | -37.5% |
| 3M | -37.3% | -2.1% | -35.2% | -37.5% |
| 6M | -35.8% | +14.3% | -50.1% | -40.1% |
| YTD | +82.7% | +21.6% | +61.1% | +65.5% |
| 1Y | +71.6% | +38.8% | +32.8% | +47.6% |
| 3Y | +635.3% | +42.9% | +592.3% | +505.4% |
| 5Y | +483.8% | +30.1% | +453.7% | +390.2% |
| 10Y | +1,967.8% | +58.2% | +1,909.6% | +1,436.6% |
| All | +9,423.5% | +490.0% | +8,933.5% | +3,275.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling