+33.9%
ALNY vs TECH
-43.3%
+77.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -6.5% | -0.4% | -6.1% | -6.4% |
| 30D | +11.0% | 0.0% | +11.1% | +11.1% |
| 3M | -14.1% | +33.7% | -47.7% | -22.0% |
| 6M | -22.4% | +34.9% | -57.3% | -30.9% |
| YTD | -37.5% | +23.2% | -60.6% | -42.8% |
| 1Y | -46.9% | +36.3% | -83.2% | -53.7% |
| 3Y | +22.1% | +2.3% | +19.8% | +13.5% |
| All | +33.9% | -43.3% | +77.2% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling