+105.7%
SUI vs BMRN
-33.1%
+138.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.3% |
| 7D | -4.3% | -3.8% | -0.5% | -3.6% |
| 30D | -2.1% | -6.5% | +4.4% | -1.1% |
| 3M | -6.1% | +11.2% | -17.3% | -8.0% |
| 6M | -12.8% | +5.8% | -18.5% | -14.0% |
| YTD | -4.6% | +8.4% | -13.0% | -6.5% |
| 1Y | -7.7% | +15.7% | -23.4% | -11.0% |
| 3Y | +10.9% | -28.6% | +39.5% | +14.9% |
| 5Y | -32.4% | -19.6% | -12.8% | -32.2% |
| 10Y | +105.7% | -31.5% | +137.2% | +101.9% |
| All | +105.7% | -33.1% | +138.7% | +101.9% |
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