+151.4%
ADBE vs BMY
+63.7%
+87.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | -5.4% | -4.8% | -0.6% | -4.1% |
| 30D | -2.5% | -0.1% | -2.4% | -2.5% |
| 3M | +15.3% | +13.1% | +2.2% | +11.8% |
| 6M | -7.8% | +8.4% | -16.3% | -10.0% |
| YTD | -27.9% | +22.0% | -49.9% | -31.9% |
| 1Y | -28.0% | +40.3% | -68.3% | -34.7% |
| 3Y | -55.3% | +20.5% | -75.8% | -58.3% |
| 5Y | -61.7% | +23.7% | -85.4% | -65.3% |
| All | +151.4% | +63.7% | +87.7% | +111.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling