+125.0%
URI vs BMRN
-28.8%
+153.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.0% |
| 7D | +2.5% | -0.3% | +2.9% | +2.5% |
| 30D | -12.5% | +1.3% | -13.8% | -12.9% |
| 3M | -6.2% | +14.3% | -20.5% | -8.6% |
| 6M | +25.9% | +5.7% | +20.1% | +24.2% |
| YTD | +26.2% | +8.7% | +17.4% | +23.8% |
| 1Y | +5.5% | +14.6% | -9.1% | +2.1% |
| 3Y | +125.0% | -28.3% | +153.3% | +132.1% |
| All | +125.0% | -28.8% | +153.8% | +132.1% |
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