+651.5%
ADI vs ALNY
+260.0%
+391.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +4.8% |
| 7D | +4.6% | -6.5% | +11.1% | +5.5% |
| 30D | -1.2% | +11.0% | -12.2% | -2.6% |
| 3M | -7.8% | -14.1% | +6.3% | -7.1% |
| 6M | +19.3% | -22.4% | +41.7% | +21.7% |
| YTD | +40.9% | -37.5% | +78.4% | +47.9% |
| 1Y | +54.5% | -46.9% | +101.4% | +65.6% |
| 3Y | +123.4% | +22.1% | +101.4% | +108.3% |
| 5Y | +142.3% | +31.2% | +111.1% | +117.2% |
| All | +651.5% | +260.0% | +391.5% | +503.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 10y: compounded portfolio wealth divided by compounded ALNY 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…
10y analysis · Full analysis span regression · 6 months rolling