+435.2%
ROIV vs BMRN
-28.4%
+463.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.7% |
| 7D | +9.5% | +2.1% | +7.4% | +8.6% |
| 30D | +21.0% | +5.3% | +15.7% | +18.3% |
| 3M | +18.7% | -16.1% | +34.9% | +27.4% |
| 6M | +44.5% | +10.9% | +33.6% | +35.8% |
| YTD | +92.9% | -1.9% | +94.7% | +90.9% |
| 1Y | +100.2% | +6.2% | +94.0% | +89.4% |
| 3Y | +375.0% | -30.5% | +405.6% | +430.0% |
| 5Y | +435.2% | -28.4% | +463.5% | +504.4% |
| All | +435.2% | -28.4% | +463.6% | +504.4% |
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