+33.9%
ALNY vs BTG
+78.0%
-44.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -6.5% | -3.8% | -2.8% | -6.2% |
| 30D | +11.0% | +3.6% | +7.4% | +10.5% |
| 3M | -14.1% | +32.0% | -46.1% | -17.0% |
| 6M | -22.4% | +3.4% | -25.8% | -23.3% |
| YTD | -37.5% | +20.8% | -58.2% | -39.7% |
| 1Y | -46.9% | +22.4% | -69.3% | -49.2% |
| 3Y | +22.1% | +91.7% | -69.6% | +7.2% |
| All | +33.9% | +78.0% | -44.2% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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