-41.3%
ALNY vs INDA
-5.0%
-36.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.2% | +0.7% | +11.5% | +11.9% |
| 30D | +16.3% | -0.8% | +17.1% | +16.7% |
| 3M | -12.4% | +3.9% | -16.3% | -14.2% |
| 6M | -18.7% | -0.7% | -18.0% | -19.6% |
| YTD | -33.1% | -7.7% | -25.4% | -31.1% |
| 1Y | -41.3% | -5.1% | -36.2% | -38.6% |
| All | -41.3% | -5.0% | -36.3% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling