+41.0%
AVAV vs BMRN
-16.8%
+57.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.7% | +3.5% |
| 7D | +3.2% | -0.3% | +3.5% | +3.2% |
| 30D | -20.3% | +1.3% | -21.6% | -20.6% |
| 3M | -19.4% | +14.3% | -33.7% | -21.8% |
| 6M | -35.3% | +5.7% | -41.0% | -36.2% |
| YTD | -38.5% | +8.7% | -47.2% | -39.8% |
| 1Y | -37.2% | +14.6% | -51.8% | -39.6% |
| 3Y | +31.1% | -28.3% | +59.4% | +39.5% |
| 5Y | +41.0% | -15.7% | +56.8% | +47.3% |
| All | +41.0% | -16.8% | +57.9% | +47.3% |
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