+42.1%
BEN vs BMRN
+12.9%
+29.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +0.2% | +2.9% | -2.6% | 0.0% |
| 30D | -0.5% | +11.0% | -11.6% | -1.5% |
| 3M | +9.7% | +17.8% | -8.1% | +8.1% |
| 6M | +33.9% | +10.1% | +23.8% | +32.8% |
| YTD | +49.0% | +11.9% | +37.0% | +47.5% |
| 1Y | +42.1% | +17.2% | +24.9% | +39.8% |
| All | +42.1% | +12.9% | +29.2% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling