+8.8%
BMRN vs SOXQ
+45.5%
-36.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.8% | +2.5% |
| 7D | +2.0% | -12.1% | +14.1% | +1.6% |
| 30D | -0.7% | -22.0% | +21.3% | -1.4% |
| 3M | -5.9% | -15.6% | +9.7% | -6.4% |
| 6M | +3.0% | -2.4% | +5.4% | -1.3% |
| YTD | -3.9% | +45.4% | -49.2% | -16.1% |
| 1Y | +8.8% | +47.7% | -38.9% | -6.1% |
| All | +8.8% | +45.5% | -36.7% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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