+1,962.9%
ALNY vs URA
-31.1%
+1,994.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +12.2% | +1.1% | +11.2% | +11.8% |
| 30D | +16.3% | +7.4% | +9.0% | +13.9% |
| 3M | -12.4% | -8.4% | -4.0% | -11.4% |
| 6M | -18.7% | -12.7% | -6.0% | -17.5% |
| YTD | -33.1% | +7.8% | -40.9% | -37.0% |
| 1Y | -41.3% | +19.5% | -60.8% | -47.3% |
| 3Y | +32.3% | +116.4% | -84.1% | -7.4% |
| 5Y | +34.8% | +134.3% | -99.5% | -13.2% |
| 10Y | +284.7% | +359.3% | -74.5% | +75.2% |
| All | +1,962.9% | -31.1% | +1,994.0% | +1,488.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 all: compounded portfolio wealth divided by compounded URA 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…
all analysis · Full analysis span regression · 6 months rolling