-81.2%
PATH vs BMRN
-29.8%
-51.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -5.3% | -4.2% | -1.1% | -3.3% |
| 30D | -0.5% | +1.5% | -2.0% | -1.3% |
| 3M | -7.1% | -8.8% | +1.7% | -3.3% |
| 6M | +23.8% | +2.6% | +21.2% | +20.7% |
| YTD | -20.7% | -5.7% | -15.0% | -19.6% |
| 1Y | -8.1% | +8.1% | -16.1% | -14.5% |
| 3Y | -21.8% | -26.5% | +4.7% | -15.6% |
| 5Y | -76.8% | -33.2% | -43.6% | -73.9% |
| All | -81.2% | -29.8% | -51.4% | -78.7% |
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