+214.8%
WCC vs BMRN
-18.8%
+233.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.7% |
| 7D | +1.7% | -1.4% | +3.0% | +2.0% |
| 30D | -6.1% | -5.8% | -0.2% | -4.5% |
| 3M | +3.1% | +16.6% | -13.5% | -2.3% |
| 6M | +28.2% | +7.6% | +20.6% | +24.3% |
| YTD | +41.1% | +10.2% | +30.9% | +35.1% |
| 1Y | +61.3% | +20.2% | +41.1% | +48.9% |
| 3Y | +123.6% | -27.4% | +151.0% | +138.9% |
| 5Y | +214.8% | -16.0% | +230.8% | +207.2% |
| All | +214.8% | -18.8% | +233.5% | +207.2% |
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 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