0.0%
ALNY vs IWD
+85.1%
-85.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.1% | +5.2% |
| 7D | +5.8% | +2.3% | +3.6% | +3.7% |
| 30D | -26.5% | +3.6% | -30.1% | -29.0% |
| 3M | -27.3% | +2.2% | -29.5% | -28.8% |
| 6M | -43.4% | +13.0% | -56.3% | -49.6% |
| YTD | -58.5% | +26.5% | -85.0% | -66.8% |
| 1Y | -63.6% | +30.1% | -93.8% | -71.7% |
| 3Y | 0.0% | +84.9% | -84.8% | -48.5% |
| All | 0.0% | +85.1% | -85.1% | -48.5% |
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