+59.9%
VEA vs BMRN
-16.0%
+75.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.5% | -1.3% | -0.2% | -1.3% |
| 30D | -0.8% | -6.5% | +5.7% | +0.2% |
| 3M | +2.5% | +18.3% | -15.8% | -0.5% |
| 6M | +11.1% | +8.9% | +2.3% | +9.1% |
| YTD | +17.2% | +10.5% | +6.7% | +14.6% |
| 1Y | +24.5% | +17.5% | +7.0% | +20.1% |
| 3Y | +75.4% | -27.7% | +103.1% | +81.7% |
| All | +59.9% | -16.0% | +75.9% | +57.6% |
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