+21.5%
ALNY vs AG
+260.2%
-238.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -3.8% |
| 7D | -6.4% | -5.8% | -0.6% | -6.1% |
| 30D | +11.9% | +6.4% | +5.5% | +11.5% |
| 3M | -15.0% | +28.4% | -43.4% | -16.3% |
| 6M | -23.2% | -24.5% | +1.2% | -22.4% |
| YTD | -37.8% | +21.2% | -58.9% | -38.7% |
| 1Y | -47.3% | +114.1% | -161.4% | -49.7% |
| All | +21.5% | +260.2% | -238.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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