+198.5%
WELL vs BMRN
-27.4%
+225.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | -2.2% | -1.4% | -0.9% | -2.2% |
| 30D | +4.7% | -5.8% | +10.5% | +5.1% |
| 3M | +11.9% | +16.6% | -4.7% | +10.6% |
| 6M | +14.3% | +7.6% | +6.7% | +13.5% |
| YTD | +28.4% | +10.2% | +18.1% | +27.2% |
| 1Y | +42.3% | +20.2% | +22.1% | +39.9% |
| All | +198.5% | -27.4% | +225.8% | +203.8% |
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 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