+22.1%
ALNY vs BN
+70.0%
-47.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.3% |
| 7D | -6.5% | -5.2% | -1.4% | -4.9% |
| 30D | +11.0% | -14.5% | +25.5% | +16.8% |
| 3M | -14.1% | -15.0% | +0.9% | -9.5% |
| 6M | -22.4% | -5.4% | -17.0% | -21.4% |
| YTD | -37.5% | -16.4% | -21.0% | -34.5% |
| 1Y | -46.9% | -16.2% | -30.7% | -44.7% |
| 3Y | +22.1% | +67.5% | -45.5% | -11.1% |
| All | +22.1% | +70.0% | -47.9% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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