+4,778.4%
AEM vs BMRN
+383.8%
+4,394.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +3.0% | -3.8% | +6.8% | +3.3% |
| 30D | +12.5% | -6.5% | +19.0% | +13.1% |
| 3M | +26.9% | +11.2% | +15.7% | +25.9% |
| 6M | -9.4% | +5.8% | -15.2% | -9.9% |
| YTD | +20.3% | +8.4% | +11.9% | +19.4% |
| 1Y | +33.8% | +15.7% | +18.1% | +32.0% |
| 3Y | +349.8% | -28.6% | +378.4% | +356.5% |
| 5Y | +301.0% | -19.6% | +320.6% | +301.4% |
| 10Y | +376.1% | -31.5% | +407.6% | +371.9% |
| All | +4,778.4% | +383.8% | +4,394.6% | +4,141.5% |
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