+73.1%
UUUU vs BMRN
-27.2%
+100.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.2% | -5.0% |
| 7D | -10.5% | -1.3% | -9.2% | -10.4% |
| 30D | -10.5% | -6.5% | -4.0% | -10.0% |
| 3M | -14.1% | +18.3% | -32.4% | -15.3% |
| 6M | -35.5% | +8.9% | -44.4% | -36.2% |
| YTD | -10.9% | +10.5% | -21.5% | -12.1% |
| 1Y | +3.4% | +17.5% | -14.1% | +1.4% |
| 3Y | +73.1% | -27.7% | +100.8% | +75.4% |
| All | +73.1% | -27.2% | +100.3% | +75.4% |
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