-62.0%
ALNY vs IWD
+33.0%
-95.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.1% |
| 7D | -30.7% | +2.5% | -33.2% | -32.1% |
| 30D | -26.7% | +6.0% | -32.7% | -30.2% |
| 3M | -26.4% | +3.8% | -30.2% | -28.6% |
| 6M | -45.9% | +16.3% | -62.3% | -52.1% |
| YTD | -59.5% | +27.5% | -87.0% | -66.2% |
| 1Y | -62.0% | +32.8% | -94.8% | -68.3% |
| All | -62.0% | +33.0% | -95.0% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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