Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • BSX vs ADI✓SelectedUSD · ADIBSX vs ADI performance historyLatest closeAs of+1.81%09/04
Stock and ETF performance explorer

BSX vs ADI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-55.4%
ADI return
+50.9%
Excess return
-106.4%
Maximum drawdown
-60.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioADIExcessAlpha
1D+1.8%+1.6%+0.2%+1.9%
7D+2.0%+0.4%+1.6%+2.1%
30D+0.1%-3.8%+3.9%0.0%
3M-2.1%-15.3%+13.1%-2.3%
6M-33.8%+6.7%-40.5%-35.3%
YTD-49.9%+34.8%-84.6%-52.6%
1Y-55.4%+49.0%-104.5%-58.9%
All-55.4%+50.9%-106.4%-58.9%

Cumulative growth

Daily Returns

Daily percentage return beside ADI.

Daily Out/Under-Performance

Portfolio return minus ADI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ADI 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 ADI 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