+84.5%
AAPL vs BMRN
-27.4%
+111.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.2% |
| 7D | -0.5% | -1.4% | +0.9% | -0.2% |
| 30D | +7.1% | -5.8% | +12.9% | +8.2% |
| 3M | +12.1% | +16.6% | -4.5% | +8.7% |
| 6M | +25.4% | +7.6% | +17.8% | +23.3% |
| YTD | +20.5% | +10.2% | +10.2% | +17.6% |
| 1Y | +44.5% | +20.2% | +24.3% | +37.7% |
| All | +84.5% | -27.4% | +111.9% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 3y: compounded portfolio wealth divided by compounded BMRN 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…
3y analysis · Full analysis span regression · 6 months rolling