+92.6%
IOVA vs BMRN
-31.2%
+123.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.9% |
| 7D | -3.5% | +2.1% | -5.6% | -5.1% |
| 30D | -45.4% | +3.8% | -49.2% | -47.9% |
| 3M | +19.0% | -16.5% | +35.5% | +36.7% |
| 6M | +112.0% | +6.9% | +105.1% | +94.5% |
| YTD | +184.2% | -3.7% | +188.0% | +188.5% |
| 1Y | +222.0% | +5.6% | +216.4% | +195.1% |
| 3Y | +92.6% | -31.4% | +123.9% | +127.3% |
| All | +92.6% | -31.2% | +123.8% | +127.3% |
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 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