+49.6%
OVV vs BMRN
-31.8%
+81.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -7.3% | +2.6% | -9.9% | -7.6% |
| 30D | -3.6% | +4.3% | -7.8% | -4.1% |
| 3M | -2.6% | -17.1% | +14.4% | -0.5% |
| 6M | +7.6% | +5.7% | +1.9% | +6.6% |
| YTD | +59.6% | -3.9% | +63.5% | +60.0% |
| 1Y | +62.2% | +8.5% | +53.7% | +58.7% |
| 3Y | +49.6% | -32.0% | +81.6% | +47.8% |
| All | +49.6% | -31.8% | +81.4% | +47.8% |
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