+1,188.6%
DLTR vs BMRN
+392.1%
+796.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -9.4% | -1.4% | -8.1% | -9.3% |
| 30D | -7.3% | -5.8% | -1.5% | -6.6% |
| 3M | +7.6% | +16.6% | -9.1% | +5.3% |
| 6M | +1.6% | +7.6% | -6.0% | +0.4% |
| YTD | -3.5% | +10.2% | -13.8% | -5.0% |
| 1Y | +20.0% | +20.2% | -0.2% | +16.6% |
| 3Y | +2.3% | -27.4% | +29.6% | +4.8% |
| 5Y | +31.5% | -16.0% | +47.5% | +31.0% |
| 10Y | +45.4% | -30.3% | +75.7% | +42.7% |
| All | +1,188.6% | +392.1% | +796.5% | +699.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling