+30.6%
ALNY vs IBB
+17.1%
+13.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -2.6% |
| 7D | -6.4% | -5.2% | -1.2% | -0.8% |
| 30D | +11.9% | +1.5% | +10.4% | +10.2% |
| 3M | -15.0% | +22.1% | -37.2% | -32.4% |
| 6M | -23.2% | +17.7% | -41.0% | -36.4% |
| YTD | -37.8% | +20.2% | -57.9% | -49.6% |
| 1Y | -47.3% | +44.4% | -91.7% | -65.6% |
| 3Y | +22.9% | +61.1% | -38.2% | -29.8% |
| 5Y | +30.6% | +18.5% | +12.0% | -4.7% |
| All | +30.6% | +17.1% | +13.4% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling