+82,692.4%
AAPL vs BMRN
+383.8%
+82,308.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | -3.0% | -3.8% | +0.9% | -2.3% |
| 30D | +2.3% | -6.5% | +8.8% | +3.5% |
| 3M | +8.6% | +11.2% | -2.6% | +6.3% |
| 6M | +21.6% | +5.8% | +15.8% | +19.7% |
| YTD | +16.3% | +8.4% | +7.9% | +13.8% |
| 1Y | +35.1% | +15.7% | +19.4% | +29.9% |
| 3Y | +79.4% | -28.6% | +108.0% | +86.1% |
| 5Y | +109.8% | -19.6% | +129.4% | +111.2% |
| 10Y | +1,237.1% | -31.5% | +1,268.6% | +1,229.1% |
| All | +82,692.4% | +383.8% | +82,308.6% | +51,707.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling