+217.8%
INTU vs BMRN
-29.6%
+247.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.7% |
| 7D | -3.3% | -1.3% | -2.1% | -2.9% |
| 30D | -3.9% | -6.5% | +2.6% | -2.0% |
| 3M | +16.6% | +18.3% | -1.6% | +10.6% |
| 6M | -26.4% | +8.9% | -35.3% | -29.1% |
| YTD | -51.0% | +10.5% | -61.5% | -53.1% |
| 1Y | -50.8% | +17.5% | -68.2% | -54.2% |
| 3Y | -40.1% | -27.7% | -12.3% | -36.3% |
| 5Y | -41.2% | -15.8% | -25.4% | -41.4% |
| All | +217.8% | -29.6% | +247.4% | +203.2% |
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 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