+121.2%
SUI vs BMRN
-37.6%
+158.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | -1.5% | +2.1% | -3.6% | -1.9% |
| 30D | +3.7% | +3.8% | 0.0% | +3.0% |
| 3M | -0.4% | -16.5% | +16.1% | +2.7% |
| 6M | -2.8% | +6.9% | -9.6% | -4.4% |
| YTD | -1.6% | -3.7% | +2.1% | -1.7% |
| 1Y | -2.1% | +5.6% | -7.6% | -4.1% |
| 3Y | +18.5% | -31.4% | +49.9% | +23.9% |
| 5Y | -26.5% | -30.0% | +3.5% | -24.5% |
| All | +121.2% | -37.6% | +158.8% | +121.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling