+12.5%
SUI vs BMRN
-28.8%
+41.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.1% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -2.3% | +1.3% | -3.6% | -2.6% |
| 3M | -2.8% | +14.3% | -17.1% | -4.6% |
| 6M | -12.4% | +5.7% | -18.1% | -13.3% |
| YTD | -3.3% | +8.7% | -12.1% | -4.7% |
| 1Y | -5.8% | +14.6% | -20.4% | -8.1% |
| 3Y | +12.5% | -28.3% | +40.8% | +14.2% |
| All | +12.5% | -28.8% | +41.3% | +14.2% |
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