+863.7%
HAS vs BMRN
+329.1%
+534.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +3.3% | +2.6% | +0.6% | +2.9% |
| 30D | +30.5% | +4.3% | +26.3% | +29.8% |
| 3M | +29.9% | -17.1% | +46.9% | +33.2% |
| 6M | +26.5% | +5.7% | +20.9% | +25.2% |
| YTD | +51.9% | -3.9% | +55.8% | +52.2% |
| 1Y | +60.9% | +8.5% | +52.4% | +58.1% |
| 3Y | +215.0% | -32.0% | +247.0% | +227.0% |
| 5Y | +51.5% | -29.9% | +81.4% | +55.1% |
| 10Y | +102.2% | -38.9% | +141.2% | +104.0% |
| All | +863.7% | +329.1% | +534.6% | +566.2% |
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