+178.2%
SOUN vs BMRN
-27.2%
+205.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -7.1% | -1.3% | -5.8% | -6.6% |
| 30D | -15.4% | -6.5% | -8.9% | -12.7% |
| 3M | -10.6% | +18.3% | -28.8% | -18.5% |
| 6M | -19.6% | +8.9% | -28.5% | -23.9% |
| YTD | -37.2% | +10.5% | -47.7% | -41.3% |
| 1Y | -57.1% | +17.5% | -74.5% | -61.6% |
| 3Y | +178.2% | -27.7% | +205.9% | +244.5% |
| All | +178.2% | -27.2% | +205.4% | +244.5% |
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