+33.9%
ALNY vs RMD
-23.0%
+56.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -6.5% | -4.4% | -2.1% | -5.5% |
| 30D | +11.0% | -3.1% | +14.2% | +11.9% |
| 3M | -14.1% | +13.8% | -27.8% | -16.5% |
| 6M | -22.4% | -8.6% | -13.8% | -21.1% |
| YTD | -37.5% | -8.6% | -28.8% | -36.6% |
| 1Y | -46.9% | -19.7% | -27.3% | -44.8% |
| 3Y | +22.1% | +48.4% | -26.3% | +3.4% |
| All | +33.9% | -23.0% | +56.9% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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