+216.7%
UEC vs BMRN
-16.0%
+232.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.4% | -5.2% |
| 7D | -9.4% | -1.3% | -8.2% | -9.2% |
| 30D | -8.0% | -6.5% | -1.5% | -6.2% |
| 3M | -1.7% | +18.3% | -20.0% | -6.9% |
| 6M | -26.1% | +8.9% | -35.0% | -28.6% |
| YTD | -10.5% | +10.5% | -21.0% | -14.1% |
| 1Y | -13.3% | +17.5% | -30.8% | -18.9% |
| 3Y | +116.4% | -27.7% | +144.1% | +133.9% |
| All | +216.7% | -16.0% | +232.7% | +221.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling