+56.5%
OVV vs BMRN
-33.1%
+89.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.5% |
| 7D | -3.8% | -3.8% | 0.0% | -2.5% |
| 30D | +1.3% | -6.5% | +7.8% | +3.5% |
| 3M | +14.3% | +11.2% | +3.1% | +9.9% |
| 6M | +21.1% | +5.8% | +15.3% | +17.4% |
| YTD | +66.0% | +8.4% | +57.6% | +59.0% |
| 1Y | +59.3% | +15.7% | +43.6% | +47.4% |
| 3Y | +47.6% | -28.6% | +76.1% | +57.3% |
| 5Y | +162.0% | -19.6% | +181.6% | +156.8% |
| 10Y | +56.5% | -31.5% | +88.0% | +56.0% |
| All | +56.5% | -33.1% | +89.5% | +56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling