+253.8%
ALNY vs IP
+20.7%
+233.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.2% | -1.8% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | +18.7% | -11.2% | +29.9% | +21.9% |
| 3M | -11.0% | +12.3% | -23.3% | -13.9% |
| 6M | -18.9% | -5.2% | -13.6% | -18.8% |
| YTD | -34.6% | -4.0% | -30.6% | -35.1% |
| 1Y | -42.8% | -19.2% | -23.6% | -41.0% |
| 3Y | +29.1% | +20.3% | +8.8% | +13.5% |
| 5Y | +39.6% | -17.5% | +57.1% | +35.8% |
| 10Y | +253.8% | +21.2% | +232.6% | +143.8% |
| All | +253.8% | +20.7% | +233.1% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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