+41,898.0%
ADI vs BMY
+1,673.6%
+40,224.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +13.4% | -1.3% | +14.7% | +13.8% |
| 30D | -1.3% | +10.0% | -11.3% | -4.5% |
| 3M | +6.8% | -1.2% | +7.9% | +6.6% |
| 6M | -1.9% | +12.8% | -14.7% | -6.8% |
| YTD | +52.3% | +20.7% | +31.6% | +41.3% |
| 1Y | +71.6% | +32.6% | +39.0% | +54.4% |
| 3Y | +148.9% | +41.8% | +107.1% | +113.6% |
| 5Y | +140.8% | +29.0% | +111.8% | +110.4% |
| 10Y | +653.6% | +57.8% | +595.8% | +505.5% |
| All | +41,898.0% | +1,673.6% | +40,224.4% | +10,700.6% |
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 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