+3,435.9%
ALNY vs HRB
+302.6%
+3,133.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -6.4% | -12.2% | +5.7% | -2.7% |
| 30D | +11.9% | -3.0% | +14.9% | +12.3% |
| 3M | -15.0% | +21.7% | -36.7% | -20.2% |
| 6M | -23.2% | +52.3% | -75.5% | -33.9% |
| YTD | -37.8% | +6.5% | -44.2% | -40.4% |
| 1Y | -47.3% | -6.7% | -40.6% | -47.5% |
| 3Y | +22.9% | +25.1% | -2.2% | +7.9% |
| 5Y | +30.6% | +113.8% | -83.2% | -7.0% |
| 10Y | +254.6% | +204.8% | +49.8% | +91.8% |
| All | +3,435.9% | +302.6% | +3,133.3% | +1,365.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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