+3,585.7%
ALNY vs IBN
+1,508.2%
+2,077.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.2% |
| 7D | -3.5% | -5.1% | +1.6% | -1.8% |
| 30D | +18.9% | -3.5% | +22.4% | +20.3% |
| 3M | -13.3% | +11.3% | -24.6% | -16.6% |
| 6M | -20.3% | +4.4% | -24.7% | -21.7% |
| YTD | -35.1% | -1.8% | -33.3% | -35.1% |
| 1Y | -46.5% | -8.0% | -38.5% | -45.4% |
| 3Y | +28.1% | +27.1% | +1.0% | +16.8% |
| 5Y | +36.1% | +54.5% | -18.4% | +14.9% |
| 10Y | +269.7% | +314.2% | -44.6% | +107.5% |
| All | +3,585.7% | +1,508.2% | +2,077.5% | +1,057.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling