+38.4%
IGV vs BMRN
-27.2%
+65.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | -2.9% | -1.3% | -1.6% | -2.7% |
| 30D | -1.5% | -6.5% | +5.0% | -0.4% |
| 3M | +11.7% | +18.3% | -6.6% | +8.1% |
| 6M | +18.4% | +8.9% | +9.5% | +16.1% |
| YTD | -3.9% | +10.5% | -14.4% | -6.2% |
| 1Y | -9.7% | +17.5% | -27.1% | -13.1% |
| 3Y | +38.4% | -27.7% | +66.1% | +38.4% |
| All | +38.4% | -27.2% | +65.6% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling