+48.7%
LPLA vs BMRN
-27.2%
+75.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -1.5% | -1.3% | -0.3% | -1.4% |
| 30D | -6.0% | -6.5% | +0.5% | -5.2% |
| 3M | +24.0% | +18.3% | +5.8% | +21.2% |
| 6M | +17.0% | +8.9% | +8.1% | +15.1% |
| YTD | -0.7% | +10.5% | -11.2% | -2.5% |
| 1Y | +2.1% | +17.5% | -15.4% | -0.9% |
| 3Y | +48.7% | -27.7% | +76.4% | +49.9% |
| All | +48.7% | -27.2% | +75.9% | +49.9% |
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