+972.9%
EVRG vs BMRN
+383.8%
+589.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +0.6% | -3.8% | +4.4% | +0.9% |
| 30D | -0.2% | -6.5% | +6.3% | +0.3% |
| 3M | -0.5% | +11.2% | -11.7% | -1.5% |
| 6M | +0.2% | +5.8% | -5.6% | -0.6% |
| YTD | +14.9% | +8.4% | +6.5% | +13.7% |
| 1Y | +18.2% | +15.7% | +2.6% | +16.0% |
| 3Y | +70.2% | -28.6% | +98.8% | +72.9% |
| 5Y | +45.3% | -19.6% | +64.9% | +44.9% |
| 10Y | +112.4% | -31.5% | +143.9% | +109.5% |
| All | +972.9% | +383.8% | +589.1% | +729.7% |
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