+3,452.6%
ALNY vs DGX
+671.3%
+2,781.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.3% |
| 7D | -6.5% | -0.9% | -5.7% | -6.1% |
| 30D | +11.0% | -1.2% | +12.2% | +11.8% |
| 3M | -14.1% | +15.8% | -29.8% | -20.0% |
| 6M | -22.4% | +18.2% | -40.6% | -28.6% |
| YTD | -37.5% | +37.2% | -74.7% | -46.8% |
| 1Y | -46.9% | +30.4% | -77.3% | -53.9% |
| 3Y | +22.1% | +96.7% | -74.6% | -14.8% |
| 5Y | +31.2% | +67.2% | -36.0% | -2.6% |
| 10Y | +256.3% | +253.9% | +2.4% | +64.2% |
| All | +3,452.6% | +671.3% | +2,781.3% | +976.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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