-14.9%
HAL vs BMRN
-37.6%
+22.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.8% |
| 7D | +6.1% | +2.1% | +4.0% | +5.4% |
| 30D | +2.9% | +3.8% | -0.9% | +1.6% |
| 3M | +3.3% | -16.5% | +19.8% | +8.6% |
| 6M | -16.9% | +6.9% | -23.8% | -19.5% |
| YTD | +21.2% | -3.7% | +24.9% | +20.4% |
| 1Y | +27.5% | +5.6% | +22.0% | +22.1% |
| 3Y | -6.4% | -31.4% | +24.9% | -0.2% |
| 5Y | +58.0% | -30.0% | +88.0% | +60.5% |
| All | -14.9% | -37.6% | +22.8% | -19.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling