+25.9%
VZ vs BMRN
-16.8%
+42.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.9% |
| 6M | +1.8% | +5.7% | -3.9% | +1.4% |
| YTD | +30.0% | +8.7% | +21.2% | +29.1% |
| 1Y | +24.3% | +14.6% | +9.7% | +23.0% |
| 3Y | +84.3% | -28.3% | +112.6% | +86.8% |
| 5Y | +25.9% | -15.7% | +41.7% | +25.8% |
| All | +25.9% | -16.8% | +42.8% | +25.8% |
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