+26.6%
ALNY vs IBB
+63.1%
-36.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.1% |
| 7D | -3.5% | -3.9% | +0.4% | +0.3% |
| 30D | +18.9% | +2.7% | +16.2% | +15.9% |
| 3M | -13.3% | +21.4% | -34.7% | -29.0% |
| 6M | -20.3% | +20.1% | -40.3% | -34.1% |
| YTD | -35.1% | +21.9% | -57.0% | -47.1% |
| 1Y | -46.5% | +44.1% | -90.6% | -63.5% |
| All | +26.6% | +63.1% | -36.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling