+26.6%
ALNY vs ROIV
+230.5%
-203.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | -3.5% | +22.3% | -25.8% | -7.3% |
| 30D | +18.9% | +16.9% | +2.1% | +15.1% |
| 3M | -13.3% | +43.9% | -57.3% | -20.6% |
| 6M | -20.3% | +41.6% | -61.9% | -27.0% |
| YTD | -35.1% | +92.7% | -127.8% | -45.3% |
| 1Y | -46.5% | +210.2% | -256.7% | -61.1% |
| All | +26.6% | +230.5% | -203.9% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling