+33.9%
ALNY vs GEN
+22.3%
+11.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.2% |
| 7D | -6.5% | -1.3% | -5.3% | -6.3% |
| 30D | +11.0% | +6.1% | +4.9% | +9.3% |
| 3M | -14.1% | +27.0% | -41.0% | -19.0% |
| 6M | -22.4% | +43.9% | -66.3% | -29.8% |
| YTD | -37.5% | +13.0% | -50.4% | -39.6% |
| 1Y | -46.9% | +4.0% | -51.0% | -47.6% |
| 3Y | +22.1% | +66.2% | -44.1% | -0.3% |
| All | +33.9% | +22.3% | +11.6% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling