-62.0%
ALNY vs TROW
+17.3%
-79.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.0% | -5.2% | -0.1% |
| 7D | -30.7% | +8.2% | -38.9% | -31.5% |
| 30D | -26.7% | +8.3% | -35.1% | -27.6% |
| 3M | -26.4% | -1.6% | -24.9% | -25.6% |
| 6M | -45.9% | +11.9% | -57.8% | -47.0% |
| YTD | -59.5% | +14.3% | -73.8% | -61.8% |
| 1Y | -62.0% | +17.0% | -79.0% | -63.7% |
| All | -62.0% | +17.3% | -79.3% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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