+477.7%
ASX vs BMRN
-16.8%
+494.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.9% | +8.9% | +6.7% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | +1.3% | +5.1% | +5.8% |
| 3M | +13.1% | +14.3% | -1.1% | +8.7% |
| 6M | +90.3% | +5.7% | +84.6% | +85.9% |
| YTD | +149.6% | +8.7% | +140.9% | +141.5% |
| 1Y | +249.2% | +14.6% | +234.5% | +230.5% |
| 3Y | +445.9% | -28.3% | +474.2% | +482.4% |
| 5Y | +477.7% | -15.7% | +493.5% | +449.8% |
| All | +477.7% | -16.8% | +494.6% | +449.8% |
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