+210.2%
ROIV vs BMRN
+14.5%
+195.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +22.3% | -3.8% | +26.1% | +22.9% |
| 30D | +16.9% | -6.5% | +23.3% | +18.0% |
| 3M | +43.9% | +11.2% | +32.7% | +40.3% |
| 6M | +41.6% | +5.8% | +35.8% | +39.6% |
| YTD | +92.7% | +8.4% | +84.3% | +88.7% |
| 1Y | +210.2% | +15.7% | +194.5% | +207.2% |
| All | +210.2% | +14.5% | +195.7% | +207.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling