-41.3%
ALNY vs IWD
+30.5%
-71.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.1% |
| 7D | +12.2% | -0.3% | +12.5% | +12.4% |
| 30D | +16.3% | +0.6% | +15.8% | +15.9% |
| 3M | -12.4% | +7.2% | -19.6% | -16.5% |
| 6M | -18.7% | +16.2% | -34.9% | -27.9% |
| YTD | -33.1% | +23.3% | -56.4% | -42.1% |
| 1Y | -41.3% | +29.6% | -70.9% | -50.1% |
| All | -41.3% | +30.5% | -71.8% | -50.1% |
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