+1,581.1%
SUI vs BMRN
+320.9%
+1,260.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +6.2% | -4.2% | +10.5% | +6.8% |
| 30D | +8.6% | +1.5% | +7.1% | +8.4% |
| 3M | +1.0% | -8.8% | +9.8% | +2.1% |
| 6M | -2.6% | +2.6% | -5.2% | -3.2% |
| YTD | -0.1% | -5.7% | +5.6% | +0.1% |
| 1Y | +0.5% | +8.1% | -7.6% | -1.3% |
| 3Y | +15.3% | -26.5% | +41.7% | +17.8% |
| 5Y | -26.1% | -33.2% | +7.1% | -24.2% |
| 10Y | +117.8% | -31.7% | +149.5% | +115.5% |
| All | +1,581.1% | +320.9% | +1,260.2% | +1,173.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling