+304.7%
IONQ vs BMRN
-16.8%
+321.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.3% | +3.9% |
| 7D | +7.1% | -0.3% | +7.4% | +7.2% |
| 30D | -8.9% | +1.3% | -10.2% | -10.0% |
| 3M | -35.6% | +14.3% | -49.8% | -40.7% |
| 6M | +13.3% | +5.7% | +7.5% | +8.1% |
| YTD | -9.8% | +8.7% | -18.6% | -15.7% |
| 1Y | -1.3% | +14.6% | -15.9% | -11.9% |
| 3Y | +109.3% | -28.3% | +137.6% | +140.8% |
| 5Y | +304.7% | -15.7% | +320.4% | +302.4% |
| All | +304.7% | -16.8% | +321.5% | +302.4% |
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 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