+54.5%
USAR vs BMRN
-23.5%
+78.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.0% |
| 7D | -11.6% | -1.3% | -10.4% | -11.8% |
| 30D | -15.5% | -6.5% | -9.0% | -16.2% |
| 3M | -31.0% | +18.3% | -49.3% | -29.3% |
| 6M | -26.2% | +8.9% | -35.1% | -25.6% |
| YTD | +30.8% | +10.5% | +20.2% | +31.9% |
| 1Y | +7.1% | +17.5% | -10.4% | +9.0% |
| 3Y | +53.0% | -27.7% | +80.7% | +51.5% |
| All | +54.5% | -23.5% | +78.0% | +53.0% |
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 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