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PBYI vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between PBYI and ^GSPC is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

PBYI vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Puma Biotechnology, Inc. (PBYI) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PBYI:

-0.26

^GSPC:

0.52

Sortino Ratio

PBYI:

0.04

^GSPC:

0.78

Omega Ratio

PBYI:

1.01

^GSPC:

1.11

Calmar Ratio

PBYI:

-0.23

^GSPC:

0.48

Martin Ratio

PBYI:

-0.78

^GSPC:

1.81

Ulcer Index

PBYI:

28.90%

^GSPC:

4.99%

Daily Std Dev

PBYI:

74.16%

^GSPC:

19.70%

Max Drawdown

PBYI:

-99.40%

^GSPC:

-56.78%

Current Drawdown

PBYI:

-98.82%

^GSPC:

-5.56%

Returns By Period

In the year-to-date period, PBYI achieves a 6.07% return, which is significantly higher than ^GSPC's -1.34% return. Over the past 10 years, PBYI has underperformed ^GSPC with an annualized return of -33.75%, while ^GSPC has yielded a comparatively higher 10.68% annualized return.


PBYI

YTD

6.07%

1M

7.48%

6M

7.83%

1Y

-19.12%

3Y*

20.69%

5Y*

-22.69%

10Y*

-33.75%

^GSPC

YTD

-1.34%

1M

5.80%

6M

-2.79%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

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Puma Biotechnology, Inc.

S&P 500

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

PBYI vs. ^GSPC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBYI
The Risk-Adjusted Performance Rank of PBYI is 3737
Overall Rank
The Sharpe Ratio Rank of PBYI is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of PBYI is 3838
Sortino Ratio Rank
The Omega Ratio Rank of PBYI is 3838
Omega Ratio Rank
The Calmar Ratio Rank of PBYI is 3838
Calmar Ratio Rank
The Martin Ratio Rank of PBYI is 3434
Martin Ratio Rank

^GSPC
The Risk-Adjusted Performance Rank of ^GSPC is 6161
Overall Rank
The Sharpe Ratio Rank of ^GSPC is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of ^GSPC is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ^GSPC is 5959
Omega Ratio Rank
The Calmar Ratio Rank of ^GSPC is 5858
Calmar Ratio Rank
The Martin Ratio Rank of ^GSPC is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PBYI vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Puma Biotechnology, Inc. (PBYI) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current PBYI Sharpe Ratio is -0.26, which is lower than the ^GSPC Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of PBYI and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

PBYI vs. ^GSPC - Drawdown Comparison

The maximum PBYI drawdown since its inception was -99.40%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for PBYI and ^GSPC.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PBYI vs. ^GSPC - Volatility Comparison

Puma Biotechnology, Inc. (PBYI) has a higher volatility of 20.90% compared to S&P 500 (^GSPC) at 4.37%. This indicates that PBYI's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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