+3,585.7%
ALNY vs RMD
+2,024.1%
+1,561.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -3.5% | -4.7% | +1.2% | -1.6% |
| 30D | +18.9% | +0.2% | +18.7% | +18.8% |
| 3M | -13.3% | +12.0% | -25.3% | -17.4% |
| 6M | -20.3% | -12.5% | -7.7% | -15.9% |
| YTD | -35.1% | -7.9% | -27.2% | -33.3% |
| 1Y | -46.5% | -20.4% | -26.1% | -41.7% |
| 3Y | +28.1% | +53.1% | -25.0% | -1.5% |
| 5Y | +36.1% | -22.1% | +58.2% | +38.9% |
| 10Y | +269.7% | +275.4% | -5.7% | +58.8% |
| All | +3,585.7% | +2,024.1% | +1,561.6% | +556.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling