+297.4%
AEM vs BMRN
-16.2%
+313.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -3.2% |
| 7D | -5.0% | -1.4% | -3.7% | -4.9% |
| 30D | +8.5% | -5.8% | +14.3% | +9.4% |
| 3M | +29.3% | +16.6% | +12.6% | +26.5% |
| 6M | -12.9% | +7.6% | -20.5% | -14.0% |
| YTD | +16.8% | +10.2% | +6.5% | +14.8% |
| 1Y | +29.8% | +20.2% | +9.6% | +26.0% |
| 3Y | +336.7% | -27.4% | +364.1% | +348.3% |
| All | +297.4% | -16.2% | +313.7% | +312.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling