-43.2%
INTU vs BMRN
-30.6%
-12.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +0.1% | +2.1% | -2.1% | -0.6% |
| 30D | +10.1% | +3.8% | +6.3% | +8.8% |
| 3M | -4.2% | -16.5% | +12.3% | +1.3% |
| 6M | -7.2% | +6.9% | -14.1% | -9.9% |
| YTD | -47.7% | -3.7% | -44.0% | -47.6% |
| 1Y | -46.7% | +5.6% | -52.3% | -48.7% |
| 3Y | -34.1% | -31.4% | -2.7% | -27.8% |
| All | -43.2% | -30.6% | -12.6% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling