-9.8%
ALNY vs DOCS
-19.4%
+9.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -30.0% | +8.7% | -38.7% | -30.6% |
| 3M | -30.1% | +32.9% | -62.9% | -32.3% |
| 6M | -46.4% | +25.5% | -71.9% | -48.3% |
| YTD | -60.6% | -25.0% | -35.6% | -59.9% |
| 1Y | -65.4% | -34.9% | -30.5% | -64.3% |
| 3Y | -3.2% | +39.3% | -42.6% | -12.1% |
| 5Y | -8.3% | -54.8% | +46.5% | -12.9% |
| All | -9.8% | -19.4% | +9.6% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling