+21.5%
ALNY vs TECH
+1.2%
+20.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -6.4% | -0.5% | -5.9% | -6.3% |
| 30D | +11.9% | 0.0% | +11.9% | +11.9% |
| 3M | -15.0% | +37.4% | -52.5% | -21.4% |
| 6M | -23.2% | +36.9% | -60.1% | -29.8% |
| YTD | -37.8% | +23.1% | -60.8% | -41.6% |
| 1Y | -47.3% | +42.2% | -89.5% | -53.0% |
| All | +21.5% | +1.2% | +20.3% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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