+26.6%
ALNY vs SIMO
+469.0%
-442.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -0.7% |
| 7D | -3.5% | +14.5% | -18.0% | -3.0% |
| 30D | +18.9% | +20.4% | -1.5% | +19.7% |
| 3M | -13.3% | +7.1% | -20.5% | -11.9% |
| 6M | -20.3% | +129.2% | -149.5% | -25.3% |
| YTD | -35.1% | +201.9% | -237.1% | -42.0% |
| 1Y | -46.5% | +235.5% | -282.0% | -53.0% |
| All | +26.6% | +469.0% | -442.3% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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