+256.9%
BNY vs BMRN
-16.0%
+272.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.2% | 0.0% |
| 7D | -1.3% | -1.3% | 0.0% | -1.1% |
| 30D | -0.2% | -6.5% | +6.3% | +0.9% |
| 3M | +14.9% | +18.3% | -3.3% | +11.6% |
| 6M | +40.0% | +8.9% | +31.1% | +37.5% |
| YTD | +42.0% | +10.5% | +31.5% | +38.9% |
| 1Y | +56.9% | +17.5% | +39.4% | +51.1% |
| 3Y | +289.9% | -27.7% | +317.6% | +304.7% |
| All | +256.9% | -16.0% | +272.9% | +254.7% |
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