+3,701.6%
ALNY vs LII
+3,117.7%
+583.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.1% |
| 7D | +12.2% | -0.7% | +13.0% | +12.4% |
| 30D | +16.3% | -12.6% | +29.0% | +22.8% |
| 3M | -12.4% | -24.4% | +12.1% | -3.1% |
| 6M | -18.7% | -28.7% | +10.0% | -8.8% |
| YTD | -33.1% | -19.1% | -13.9% | -29.1% |
| 1Y | -41.3% | -29.7% | -11.6% | -34.6% |
| 3Y | +32.3% | +4.8% | +27.5% | +16.9% |
| 5Y | +34.8% | +24.6% | +10.2% | +6.7% |
| 10Y | +284.7% | +169.2% | +115.5% | +95.6% |
| All | +3,701.6% | +3,117.7% | +583.8% | +586.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling