+5,010.2%
WELL vs BMRN
+385.5%
+4,624.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.3% | +0.8% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | +0.5% | +1.3% | -0.8% | +0.3% |
| 3M | +19.1% | +14.3% | +4.8% | +17.2% |
| 6M | +17.0% | +5.7% | +11.2% | +15.9% |
| YTD | +29.2% | +8.7% | +20.4% | +27.5% |
| 1Y | +42.1% | +14.6% | +27.5% | +39.0% |
| 3Y | +204.5% | -28.3% | +232.9% | +210.4% |
| 5Y | +211.0% | -15.7% | +226.7% | +208.6% |
| 10Y | +337.6% | -33.7% | +371.3% | +334.1% |
| All | +5,010.2% | +385.5% | +4,624.7% | +3,946.0% |
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 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