+40,736.4%
ADI vs BMY
+1,705.2%
+39,031.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.5% | -3.3% |
| 7D | +9.5% | +2.1% | +7.4% | +8.7% |
| 30D | -1.4% | +7.0% | -8.4% | -3.7% |
| 3M | +4.7% | -0.9% | +5.6% | +4.4% |
| 6M | -7.4% | +14.9% | -22.4% | -12.5% |
| YTD | +48.1% | +22.8% | +25.2% | +36.7% |
| 1Y | +69.6% | +36.2% | +33.4% | +51.3% |
| 3Y | +144.4% | +45.7% | +98.7% | +107.9% |
| 5Y | +134.1% | +31.3% | +102.9% | +103.4% |
| 10Y | +632.8% | +60.6% | +572.2% | +485.5% |
| All | +40,736.4% | +1,705.2% | +39,031.3% | +10,342.4% |
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