+236.1%
ALNY vs HDB
+42.1%
+194.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.9% | -6.4% | -1.6% |
| 7D | -6.5% | +0.7% | -7.2% | -6.8% |
| 30D | +11.0% | +1.0% | +10.0% | +10.6% |
| 3M | -14.1% | -2.0% | -12.1% | -14.2% |
| 6M | -22.4% | -18.1% | -4.3% | -18.3% |
| YTD | -37.5% | -36.1% | -1.3% | -29.2% |
| 1Y | -46.9% | -34.0% | -12.9% | -40.6% |
| 3Y | +22.1% | -26.7% | +48.8% | +30.9% |
| 5Y | +31.2% | -33.9% | +65.1% | +42.4% |
| All | +236.1% | +42.1% | +194.0% | +222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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