+3,968.0%
URI vs BMRN
+338.2%
+3,629.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.0% | +3.6% |
| 7D | +2.6% | +2.1% | +0.5% | +2.1% |
| 30D | +9.1% | +5.3% | +3.8% | +7.6% |
| 3M | +1.0% | -16.1% | +17.1% | +5.2% |
| 6M | +23.3% | +10.9% | +12.4% | +19.1% |
| YTD | +43.3% | -1.9% | +45.2% | +42.3% |
| 1Y | +35.9% | +6.2% | +29.7% | +31.7% |
| 3Y | +158.6% | -30.5% | +189.2% | +173.2% |
| 5Y | +213.1% | -28.4% | +241.5% | +223.8% |
| 10Y | +1,213.1% | -36.2% | +1,249.3% | +1,235.9% |
| All | +3,968.0% | +338.2% | +3,629.8% | +2,586.5% |
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