+236.1%
ALNY vs TRMB
+121.9%
+114.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -1.0% | 0.0% |
| 7D | -6.5% | -3.0% | -3.5% | -5.5% |
| 30D | +11.0% | +2.3% | +8.7% | +10.0% |
| 3M | -14.1% | +15.3% | -29.4% | -18.3% |
| 6M | -22.4% | -14.7% | -7.7% | -18.3% |
| YTD | -37.5% | -26.4% | -11.1% | -30.9% |
| 1Y | -46.9% | -30.4% | -16.5% | -40.4% |
| 3Y | +22.1% | +13.5% | +8.5% | +10.0% |
| 5Y | +31.2% | -38.6% | +69.8% | +46.4% |
| All | +236.1% | +121.9% | +114.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling