+963.7%
ASX vs BMRN
-29.8%
+993.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -3.7% |
| 7D | +6.5% | -1.4% | +7.9% | +6.8% |
| 30D | +3.1% | -5.8% | +8.9% | +4.6% |
| 3M | +17.4% | +16.6% | +0.8% | +11.6% |
| 6M | +85.4% | +7.6% | +77.9% | +79.5% |
| YTD | +150.1% | +10.2% | +139.8% | +139.7% |
| 1Y | +256.3% | +20.2% | +236.1% | +230.2% |
| 3Y | +446.9% | -27.4% | +474.2% | +474.5% |
| 5Y | +447.1% | -16.0% | +463.1% | +439.7% |
| All | +963.7% | -29.8% | +993.5% | +946.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling