+30.6%
ALNY vs OPEN
-85.3%
+115.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.7% | +2.6% | -3.6% |
| 7D | -6.4% | -10.5% | +4.1% | -5.6% |
| 30D | +11.9% | -21.8% | +33.7% | +13.9% |
| 3M | -15.0% | -37.5% | +22.5% | -12.4% |
| 6M | -23.2% | -44.1% | +20.9% | -20.6% |
| YTD | -37.8% | -52.0% | +14.2% | -35.2% |
| 1Y | -47.3% | -52.2% | +5.0% | -47.0% |
| 3Y | +22.9% | -25.9% | +48.8% | +5.7% |
| 5Y | +30.6% | -85.1% | +115.6% | +22.8% |
| All | +30.6% | -85.3% | +115.8% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 5y: compounded portfolio wealth divided by compounded OPEN 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…
5y analysis · Full analysis span regression · 6 months rolling