-3.1%
ALNY vs DOCS
+38.9%
-42.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.5% | +2.9% | +5.2% |
| 7D | -0.8% | -4.2% | +3.4% | -0.4% |
| 30D | -29.6% | +8.6% | -38.2% | -30.0% |
| 3M | -27.7% | +27.2% | -55.0% | -29.2% |
| 6M | -43.9% | +26.5% | -70.4% | -45.4% |
| YTD | -59.8% | -25.0% | -34.8% | -59.2% |
| 1Y | -64.6% | -37.0% | -27.6% | -63.6% |
| All | -3.1% | +38.9% | -42.0% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling