+1.9%
PLD vs BMRN
-31.2%
+33.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.8% | +2.4% |
| 7D | +0.7% | -0.5% | +1.1% | +0.8% |
| 30D | +0.8% | +4.3% | -3.5% | -0.1% |
| 3M | -6.1% | -10.4% | +4.3% | -4.3% |
| 6M | -8.0% | +5.8% | -13.8% | -9.7% |
| YTD | +4.7% | -3.8% | +8.4% | +4.5% |
| 1Y | +7.2% | +11.1% | -3.9% | +2.8% |
| 3Y | +39.2% | -31.7% | +70.9% | +47.3% |
| 5Y | +1.9% | -30.9% | +32.8% | +5.3% |
| All | +1.9% | -31.2% | +33.1% | +5.3% |
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