+3,135.8%
DRI vs BMRN
+399.8%
+2,736.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.6% | +2.9% | -2.3% | +0.2% |
| 30D | +3.8% | +11.0% | -7.2% | +2.2% |
| 3M | +13.0% | +17.8% | -4.8% | +10.3% |
| 6M | +8.3% | +10.1% | -1.8% | +6.4% |
| YTD | +20.6% | +11.9% | +8.7% | +18.1% |
| 1Y | +6.5% | +17.2% | -10.8% | +3.0% |
| 3Y | +53.7% | -28.5% | +82.2% | +58.1% |
| 5Y | +72.7% | -21.7% | +94.4% | +73.5% |
| 10Y | +363.2% | -30.5% | +393.7% | +360.3% |
| All | +3,135.8% | +399.8% | +2,736.1% | +2,115.7% |
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