-78.0%
PATH vs BMRN
-16.6%
-61.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.2% | -16.8% | -16.7% |
| 7D | -16.3% | +2.9% | -19.2% | -17.5% |
| 30D | +9.9% | +11.0% | -1.1% | +4.2% |
| 3M | +30.2% | +17.8% | +12.3% | +20.1% |
| 6M | +37.2% | +10.1% | +27.1% | +29.5% |
| YTD | -7.3% | +11.9% | -19.3% | -13.4% |
| 1Y | +40.0% | +17.2% | +22.8% | +25.8% |
| 3Y | -4.4% | -28.5% | +24.1% | +9.4% |
| 5Y | -76.0% | -21.7% | -54.3% | -74.8% |
| All | -78.0% | -16.6% | -61.4% | -77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling