+236.1%
ALNY vs IBN
+324.2%
-88.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -0.1% |
| 7D | -6.5% | -3.0% | -3.5% | -5.6% |
| 30D | +11.0% | -1.5% | +12.6% | +11.6% |
| 3M | -14.1% | +7.9% | -22.0% | -16.4% |
| 6M | -22.4% | +8.6% | -31.0% | -24.7% |
| YTD | -37.5% | -0.6% | -36.9% | -37.7% |
| 1Y | -46.9% | -7.3% | -39.6% | -46.0% |
| 3Y | +22.1% | +26.2% | -4.1% | +12.0% |
| 5Y | +31.2% | +57.8% | -26.6% | +11.4% |
| All | +236.1% | +324.2% | -88.1% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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