+2,854.2%
LII vs BMRN
+310.3%
+2,544.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.1% | +0.1% | +1.9% |
| 7D | -1.2% | -0.5% | -0.7% | -1.1% |
| 30D | -2.0% | +4.3% | -6.3% | -2.6% |
| 3M | -20.2% | -10.4% | -9.8% | -19.1% |
| 6M | -32.5% | +5.8% | -38.3% | -33.4% |
| YTD | -27.4% | -3.8% | -23.6% | -27.4% |
| 1Y | -28.2% | +11.1% | -39.3% | -29.9% |
| 3Y | -7.2% | -31.7% | +24.5% | -3.7% |
| 5Y | +19.9% | -30.9% | +50.8% | +23.2% |
| 10Y | +168.6% | -37.7% | +206.4% | +168.7% |
| All | +2,854.2% | +310.3% | +2,544.0% | +1,888.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling