+3,881.0%
URI vs BMRN
+329.5%
+3,551.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.1% | +4.8% | +6.4% |
| 7D | -4.0% | -0.5% | -3.6% | -3.9% |
| 30D | +6.8% | +4.3% | +2.5% | +5.6% |
| 3M | -2.8% | -10.4% | +7.6% | -0.5% |
| 6M | +20.9% | +5.8% | +15.1% | +18.1% |
| YTD | +40.2% | -3.8% | +44.0% | +39.9% |
| 1Y | +34.1% | +11.1% | +23.0% | +28.3% |
| 3Y | +164.1% | -31.7% | +195.8% | +180.1% |
| 5Y | +199.3% | -30.9% | +230.2% | +212.4% |
| 10Y | +1,218.8% | -37.7% | +1,256.6% | +1,249.3% |
| All | +3,881.0% | +329.5% | +3,551.5% | +2,541.8% |
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