+151.3%
ADI vs BMY
+42.3%
+109.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.1% |
| 7D | +13.4% | -1.3% | +14.7% | +13.5% |
| 30D | -1.3% | +10.0% | -11.3% | -2.3% |
| 3M | +6.8% | -1.2% | +7.9% | +6.9% |
| 6M | -1.9% | +12.8% | -14.7% | -3.7% |
| YTD | +52.3% | +20.7% | +31.6% | +47.9% |
| 1Y | +71.6% | +32.6% | +39.0% | +64.1% |
| All | +151.3% | +42.3% | +109.0% | +145.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling