+193.9%
VZ vs BMRN
+329.5%
-135.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.2% | +0.7% |
| 7D | +2.2% | -0.5% | +2.7% | +2.3% |
| 30D | +10.6% | +4.3% | +6.2% | +10.2% |
| 3M | -0.6% | -10.4% | +9.8% | +0.1% |
| 6M | +0.7% | +5.8% | -5.0% | +0.1% |
| YTD | +20.6% | -3.8% | +24.4% | +20.6% |
| 1Y | +22.7% | +11.1% | +11.6% | +21.1% |
| 3Y | +57.2% | -31.7% | +88.9% | +60.1% |
| 5Y | +21.4% | -30.9% | +52.3% | +22.5% |
| 10Y | +65.5% | -37.7% | +103.2% | +64.1% |
| All | +193.9% | +329.5% | -135.6% | +150.2% |
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 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