-47.3%
ALNY vs LII
-32.5%
-14.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.2% | -3.9% |
| 7D | -6.4% | -3.5% | -2.9% | -5.8% |
| 30D | +11.9% | -13.5% | +25.4% | +15.2% |
| 3M | -15.0% | -26.0% | +11.0% | -11.5% |
| 6M | -23.2% | -26.8% | +3.6% | -20.4% |
| YTD | -37.8% | -22.9% | -14.9% | -35.6% |
| 1Y | -47.3% | -32.6% | -14.6% | -44.8% |
| All | -47.3% | -32.5% | -14.7% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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