-41.3%
ALNY vs EXE
+3.1%
-44.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.7% |
| 7D | +12.2% | -0.3% | +12.5% | +12.2% |
| 30D | +16.3% | +8.5% | +7.9% | +15.4% |
| 3M | -12.4% | +5.5% | -17.8% | -12.8% |
| 6M | -18.7% | -5.9% | -12.8% | -18.2% |
| YTD | -33.1% | -9.7% | -23.4% | -32.5% |
| 1Y | -41.3% | +3.6% | -44.9% | -37.6% |
| All | -41.3% | +3.1% | -44.4% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling