+29.1%
ALNY vs ACWI
+77.6%
-48.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | +5.7% | +1.1% | +4.6% | +4.9% |
| 30D | +18.7% | -0.2% | +18.9% | +18.8% |
| 3M | -11.0% | +4.7% | -15.7% | -14.4% |
| 6M | -18.9% | +14.5% | -33.4% | -28.1% |
| YTD | -34.6% | +14.6% | -49.2% | -42.1% |
| 1Y | -42.8% | +21.4% | -64.3% | -52.0% |
| 3Y | +29.1% | +77.6% | -48.5% | -25.2% |
| All | +29.1% | +77.6% | -48.5% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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