-41.3%
ALNY vs TRI
-38.3%
-3.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +1.1% |
| 7D | +12.2% | -0.5% | +12.8% | +12.2% |
| 30D | +16.3% | +7.9% | +8.5% | +15.3% |
| 3M | -12.4% | +24.1% | -36.4% | -12.7% |
| 6M | -18.7% | +3.8% | -22.5% | -19.4% |
| YTD | -33.1% | -16.9% | -16.2% | -34.4% |
| 1Y | -41.3% | -38.4% | -2.9% | -40.1% |
| All | -41.3% | -38.3% | -3.1% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling