+48.0%
ADI vs BMY
+42.1%
+5.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.0% |
| 7D | +1.3% | -6.4% | +7.7% | +1.5% |
| 30D | -6.0% | +0.2% | -6.2% | -6.0% |
| 3M | -7.7% | +16.0% | -23.7% | -8.4% |
| 6M | +14.0% | +8.3% | +5.6% | +14.5% |
| YTD | +34.4% | +22.2% | +12.2% | +32.3% |
| 1Y | +48.0% | +41.7% | +6.3% | +42.6% |
| All | +48.0% | +42.1% | +5.8% | +42.6% |
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 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