+84.3%
VZ vs BMRN
-28.8%
+113.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.7% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +7.1% | +1.3% | +5.8% | +7.0% |
| 3M | +12.8% | +14.3% | -1.5% | +12.1% |
| 6M | +1.8% | +5.7% | -3.9% | +1.5% |
| YTD | +30.0% | +8.7% | +21.2% | +29.4% |
| 1Y | +24.3% | +14.6% | +9.7% | +23.4% |
| 3Y | +84.3% | -28.3% | +112.6% | +84.0% |
| All | +84.3% | -28.8% | +113.1% | +84.0% |
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 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