+36.1%
ALNY vs ACWI
+67.2%
-31.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -3.5% | 0.0% | -3.5% | -3.5% |
| 30D | +18.9% | -0.6% | +19.5% | +19.5% |
| 3M | -13.3% | +4.3% | -17.6% | -17.2% |
| 6M | -20.3% | +12.7% | -33.0% | -29.6% |
| YTD | -35.1% | +13.9% | -49.0% | -43.3% |
| 1Y | -46.5% | +20.5% | -67.0% | -55.8% |
| 3Y | +28.1% | +76.5% | -48.4% | -28.1% |
| 5Y | +36.1% | +67.5% | -31.4% | -23.7% |
| All | +36.1% | +67.2% | -31.2% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling