+26.6%
ALNY vs IWD
+69.9%
-43.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -3.5% | -1.2% | -2.3% | -2.5% |
| 30D | +18.9% | -1.6% | +20.6% | +20.8% |
| 3M | -13.3% | +7.0% | -20.3% | -18.4% |
| 6M | -20.3% | +17.0% | -37.2% | -30.9% |
| YTD | -35.1% | +21.6% | -56.7% | -45.7% |
| 1Y | -46.5% | +28.0% | -74.5% | -57.3% |
| All | +26.6% | +69.9% | -43.2% | -29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling