+1,314.0%
LPLA vs BMRN
+150.5%
+1,163.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.3% | -1.8% |
| 7D | -2.1% | -0.3% | -1.7% | -2.0% |
| 30D | -3.3% | +1.3% | -4.6% | -3.8% |
| 3M | +23.5% | +14.3% | +9.2% | +18.9% |
| 6M | +12.0% | +5.7% | +6.3% | +9.7% |
| YTD | -1.7% | +8.7% | -10.4% | -4.7% |
| 1Y | +3.2% | +14.6% | -11.4% | -1.9% |
| 3Y | +46.2% | -28.3% | +74.5% | +53.1% |
| 5Y | +144.9% | -15.7% | +160.6% | +140.4% |
| 10Y | +1,195.1% | -33.7% | +1,228.7% | +1,159.2% |
| All | +1,314.0% | +150.5% | +1,163.5% | +820.3% |
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 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