+1,179.4%
ALNY vs URA
-52.4%
+1,231.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.6% | +7.0% | +5.8% |
| 7D | +5.8% | -1.5% | +7.4% | +6.2% |
| 30D | -26.5% | -10.4% | -16.1% | -24.1% |
| 3M | -27.3% | -29.6% | +2.3% | -20.0% |
| 6M | -43.4% | -40.3% | -3.1% | -35.7% |
| YTD | -58.5% | -25.5% | -33.0% | -56.7% |
| 1Y | -63.6% | -26.4% | -37.2% | -62.0% |
| 3Y | 0.0% | +31.4% | -31.4% | -18.3% |
| 5Y | -3.4% | +28.6% | -32.0% | -23.9% |
| 10Y | +254.6% | +260.9% | -6.3% | +68.7% |
| All | +1,179.4% | -52.4% | +1,231.8% | +992.2% |
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