-46.9%
ALNY vs BEN
+45.3%
-92.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -6.5% | -3.1% | -3.4% | -6.2% |
| 30D | +11.0% | +0.2% | +10.9% | +11.0% |
| 3M | -14.1% | +6.8% | -20.9% | -15.0% |
| 6M | -22.4% | +38.1% | -60.5% | -28.1% |
| YTD | -37.5% | +44.3% | -81.8% | -42.0% |
| 1Y | -46.9% | +42.6% | -89.5% | -51.1% |
| All | -46.9% | +45.3% | -92.2% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling