+1,051.8%
ALNY vs HBM
+649.7%
+402.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -3.5% | +5.5% | -9.0% | -4.4% |
| 30D | +18.9% | +3.3% | +15.6% | +18.0% |
| 3M | -13.3% | +12.7% | -26.0% | -16.1% |
| 6M | -20.3% | +28.2% | -48.5% | -25.2% |
| YTD | -35.1% | +45.3% | -80.4% | -40.9% |
| 1Y | -46.5% | +121.7% | -168.2% | -54.9% |
| 3Y | +28.1% | +523.5% | -495.4% | -13.3% |
| 5Y | +36.1% | +393.9% | -357.8% | -8.8% |
| 10Y | +269.7% | +647.9% | -378.2% | +95.4% |
| All | +1,051.8% | +649.7% | +402.1% | +333.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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