-62.2%
ADBE vs BMY
+22.8%
-85.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.3% |
| 7D | -12.9% | -6.4% | -6.5% | -12.4% |
| 30D | -5.6% | +0.2% | -5.9% | -5.6% |
| 3M | +6.6% | +16.0% | -9.3% | +5.5% |
| 6M | -9.6% | +8.3% | -17.9% | -10.2% |
| YTD | -28.9% | +22.2% | -51.1% | -30.1% |
| 1Y | -28.9% | +41.7% | -70.6% | -31.0% |
| 3Y | -55.6% | +20.7% | -76.3% | -55.9% |
| 5Y | -62.2% | +23.9% | -86.2% | -59.2% |
| All | -62.2% | +22.8% | -85.0% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling