+62.0%
VZ vs BMRN
-31.0%
+93.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -1.0% | -3.8% | +2.9% | -0.7% |
| 30D | +5.8% | -6.5% | +12.3% | +6.3% |
| 3M | +10.5% | +11.2% | -0.7% | +9.5% |
| 6M | +1.8% | +5.8% | -4.0% | +1.1% |
| YTD | +28.3% | +8.4% | +19.9% | +27.1% |
| 1Y | +22.0% | +15.7% | +6.3% | +20.0% |
| 3Y | +81.8% | -28.6% | +110.4% | +84.9% |
| 5Y | +25.3% | -19.6% | +44.9% | +25.0% |
| All | +62.0% | -31.0% | +93.0% | +56.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling