+861.0%
HAS vs BMRN
+325.9%
+535.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.7% |
| 7D | +1.6% | +1.0% | +0.6% | +1.5% |
| 30D | +26.6% | +4.3% | +22.4% | +25.9% |
| 3M | +29.0% | -19.3% | +48.3% | +32.8% |
| 6M | +30.6% | +7.2% | +23.4% | +29.0% |
| YTD | +51.5% | -4.6% | +56.1% | +51.9% |
| 1Y | +58.5% | +2.5% | +56.0% | +56.9% |
| 3Y | +214.1% | -32.5% | +246.6% | +226.5% |
| 5Y | +50.2% | -30.6% | +80.9% | +54.0% |
| 10Y | +100.0% | -38.0% | +138.0% | +101.5% |
| All | +861.0% | +325.9% | +535.1% | +565.1% |
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