+5,997.9%
WPM vs BMRN
+811.0%
+5,186.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +3.9% | -3.8% | +7.7% | +4.8% |
| 30D | +17.7% | -6.5% | +24.2% | +19.5% |
| 3M | +39.4% | +11.2% | +28.2% | +35.9% |
| 6M | +6.4% | +5.8% | +0.6% | +4.6% |
| YTD | +34.0% | +8.4% | +25.6% | +30.9% |
| 1Y | +50.5% | +15.7% | +34.9% | +44.2% |
| 3Y | +280.3% | -28.6% | +308.9% | +296.5% |
| 5Y | +266.3% | -19.6% | +285.9% | +263.3% |
| 10Y | +550.8% | -31.5% | +582.3% | +512.6% |
| All | +5,997.9% | +811.0% | +5,186.8% | +2,163.2% |
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