+2,257.7%
ALNY vs IBB
+779.7%
+1,478.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.9% |
| 7D | +5.8% | -0.5% | +6.4% | +6.4% |
| 30D | -26.5% | +4.6% | -31.0% | -31.1% |
| 3M | -27.3% | +6.8% | -34.2% | -33.7% |
| 6M | -43.4% | +23.1% | -66.5% | -57.2% |
| YTD | -58.5% | +26.0% | -84.5% | -69.6% |
| 1Y | -63.6% | +30.4% | -94.0% | -74.6% |
| 3Y | 0.0% | +85.4% | -85.4% | -55.8% |
| 5Y | -3.4% | +39.7% | -43.1% | -38.0% |
| 10Y | +254.6% | +127.1% | +127.6% | +19.8% |
| All | +2,257.7% | +779.7% | +1,478.0% | +89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling