-80.8%
PATH vs BMRN
-28.3%
-52.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.9% |
| 7D | +2.1% | +2.1% | -0.1% | +1.0% |
| 30D | +1.6% | +3.8% | -2.2% | -0.2% |
| 3M | -20.4% | -16.5% | -4.0% | -13.5% |
| 6M | +40.1% | +6.9% | +33.3% | +34.0% |
| YTD | -19.0% | -3.7% | -15.3% | -18.7% |
| 1Y | -5.8% | +5.6% | -11.4% | -11.0% |
| 3Y | -22.9% | -31.4% | +8.4% | -11.8% |
| 5Y | -75.3% | -30.0% | -45.3% | -72.6% |
| All | -80.8% | -28.3% | -52.5% | -78.5% |
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