+615.9%
SMTC vs BMRN
-27.2%
+643.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.0% |
| 7D | +13.1% | -1.3% | +14.4% | +13.3% |
| 30D | +19.5% | -6.5% | +25.9% | +21.1% |
| 3M | +2.2% | +18.3% | -16.0% | -2.9% |
| 6M | +94.9% | +8.9% | +86.0% | +89.0% |
| YTD | +127.0% | +10.5% | +116.4% | +118.3% |
| 1Y | +174.6% | +17.5% | +157.1% | +156.7% |
| 3Y | +615.9% | -27.7% | +643.6% | +612.0% |
| All | +615.9% | -27.2% | +643.1% | +612.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling