+37,071.1%
ADI vs BMY
+1,782.2%
+35,289.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.2% |
| 7D | +0.4% | +0.4% | +0.1% | +0.3% |
| 30D | -3.8% | +5.0% | -8.8% | -5.4% |
| 3M | -15.3% | +19.4% | -34.6% | -20.4% |
| 6M | +6.7% | +9.5% | -2.8% | +2.8% |
| YTD | +34.8% | +28.1% | +6.7% | +23.3% |
| 1Y | +49.0% | +50.0% | -1.0% | +29.2% |
| 3Y | +108.1% | +24.1% | +84.0% | +87.3% |
| 5Y | +142.4% | +25.0% | +117.4% | +115.2% |
| 10Y | +589.9% | +68.7% | +521.2% | +443.3% |
| All | +37,071.1% | +1,782.2% | +35,289.0% | +9,323.9% |
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