+2,926.4%
V vs BMRN
+98.2%
+2,828.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | +2.9% | -4.6% | -2.4% |
| 30D | +2.0% | +11.0% | -9.1% | -0.8% |
| 3M | +17.4% | +17.8% | -0.5% | +12.4% |
| 6M | +17.5% | +10.1% | +7.4% | +14.0% |
| YTD | +7.6% | +11.9% | -4.4% | +3.9% |
| 1Y | +7.7% | +17.2% | -9.5% | +2.2% |
| 3Y | +54.7% | -28.5% | +83.1% | +61.8% |
| 5Y | +73.0% | -21.7% | +94.7% | +73.4% |
| 10Y | +390.9% | -30.5% | +421.4% | +372.2% |
| All | +2,926.4% | +98.2% | +2,828.2% | +1,764.1% |
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 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