+3,615.7%
ALNY vs PH
+3,592.5%
+23.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.9% |
| 7D | +5.7% | +0.4% | +5.3% | +5.5% |
| 30D | +18.7% | -10.8% | +29.5% | +25.2% |
| 3M | -11.0% | +8.5% | -19.4% | -15.4% |
| 6M | -18.9% | +3.9% | -22.8% | -21.7% |
| YTD | -34.6% | +9.4% | -44.0% | -38.5% |
| 1Y | -42.8% | +26.8% | -69.6% | -50.3% |
| 3Y | +29.1% | +140.8% | -111.7% | -22.1% |
| 5Y | +39.6% | +253.8% | -214.2% | -33.0% |
| 10Y | +253.8% | +792.3% | -538.6% | -13.0% |
| All | +3,615.7% | +3,592.5% | +23.2% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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