+303.6%
SIMO vs BMRN
-16.8%
+320.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.9% | +9.0% | +6.7% |
| 7D | +14.6% | -0.3% | +14.9% | +14.6% |
| 30D | +6.2% | +1.3% | +4.9% | +5.5% |
| 3M | +3.6% | +14.3% | -10.7% | -0.4% |
| 6M | +130.8% | +5.7% | +125.0% | +125.2% |
| YTD | +195.8% | +8.7% | +187.0% | +186.5% |
| 1Y | +225.0% | +14.6% | +210.4% | +209.5% |
| 3Y | +452.3% | -28.3% | +480.6% | +474.0% |
| 5Y | +303.6% | -15.7% | +319.3% | +309.6% |
| All | +303.6% | -16.8% | +320.4% | +309.6% |
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