-27.7%
BMRN vs SOXQ
+232.9%
-260.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.1% |
| 7D | -1.3% | +0.8% | -2.0% | -1.4% |
| 30D | -6.5% | -4.6% | -1.9% | -6.0% |
| 3M | +18.3% | -10.2% | +28.4% | +19.0% |
| 6M | +8.9% | +49.7% | -40.8% | -1.4% |
| YTD | +10.5% | +67.2% | -56.7% | -2.4% |
| 1Y | +17.5% | +98.0% | -80.5% | 0.0% |
| 3Y | -27.7% | +237.2% | -264.9% | -47.3% |
| All | -27.7% | +232.9% | -260.6% | -47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling