+696.9%
P vs BMRN
-33.1%
+729.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | +5.0% | -3.8% | +8.8% | +6.3% |
| 30D | -0.9% | -6.5% | +5.6% | +1.2% |
| 3M | +38.7% | +11.2% | +27.4% | +33.4% |
| 6M | +54.4% | +5.8% | +48.6% | +50.1% |
| YTD | +44.8% | +8.4% | +36.5% | +39.1% |
| 1Y | +22.5% | +15.7% | +6.9% | +14.0% |
| 3Y | +148.2% | -28.6% | +176.8% | +164.4% |
| 5Y | +268.9% | -19.6% | +288.5% | +262.7% |
| 10Y | +696.9% | -31.5% | +728.4% | +689.1% |
| All | +696.9% | -33.1% | +729.9% | +689.1% |
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 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