+162.5%
ALNY vs NVT
+731.8%
-569.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.2% | -0.5% |
| 7D | -6.5% | +4.1% | -10.6% | -7.3% |
| 30D | +11.0% | -5.1% | +16.2% | +11.9% |
| 3M | -14.1% | -1.2% | -12.9% | -15.0% |
| 6M | -22.4% | +46.6% | -69.0% | -31.0% |
| YTD | -37.5% | +60.0% | -97.5% | -45.7% |
| 1Y | -46.9% | +70.8% | -117.7% | -54.9% |
| 3Y | +22.1% | +187.5% | -165.5% | -13.3% |
| 5Y | +31.2% | +426.1% | -395.0% | -22.5% |
| All | +162.5% | +731.8% | -569.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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