+172.7%
SLV vs BMRN
-18.1%
+190.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | +2.8% | -3.8% | +6.6% | +3.2% |
| 30D | +2.2% | -6.5% | +8.7% | +2.9% |
| 3M | +2.9% | +11.2% | -8.3% | +1.8% |
| 6M | -22.4% | +5.8% | -28.2% | -23.0% |
| YTD | -5.7% | +8.4% | -14.1% | -6.7% |
| 1Y | +63.3% | +15.7% | +47.7% | +60.5% |
| 3Y | +189.0% | -28.6% | +217.6% | +193.1% |
| 5Y | +172.7% | -19.6% | +192.3% | +177.4% |
| All | +172.7% | -18.1% | +190.7% | +177.4% |
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