+1,061.2%
ALNY vs BUD
+198.8%
+862.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.0% |
| 7D | +5.7% | +0.8% | +4.9% | +5.4% |
| 30D | +18.7% | -4.8% | +23.5% | +20.4% |
| 3M | -11.0% | +1.4% | -12.3% | -11.8% |
| 6M | -18.9% | +9.9% | -28.7% | -21.9% |
| YTD | -34.6% | +26.3% | -60.9% | -39.9% |
| 1Y | -42.8% | +36.1% | -79.0% | -48.8% |
| 3Y | +29.1% | +48.6% | -19.5% | +9.8% |
| 5Y | +39.6% | +45.0% | -5.4% | +17.3% |
| 10Y | +253.8% | -23.1% | +276.9% | +274.6% |
| All | +1,061.2% | +198.8% | +862.4% | +466.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 all: compounded portfolio wealth divided by compounded BUD 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…
all analysis · Full analysis span regression · 6 months rolling