-77.1%
PATH vs BMRN
-30.4%
-46.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -2.3% | +2.6% | -4.9% | -3.5% |
| 30D | -4.8% | +4.3% | -9.1% | -6.8% |
| 3M | -17.7% | -17.1% | -0.6% | -10.1% |
| 6M | +18.9% | +5.7% | +13.2% | +14.1% |
| YTD | -21.7% | -3.9% | -17.9% | -21.4% |
| 1Y | -9.6% | +8.5% | -18.1% | -16.3% |
| 3Y | -25.8% | -32.0% | +6.1% | -14.1% |
| 5Y | -77.1% | -29.9% | -47.2% | -75.2% |
| All | -77.1% | -30.4% | -46.7% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling