-41.3%
ALNY vs URI
+7.3%
-48.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | +12.2% | -2.0% | +14.2% | +12.4% |
| 30D | +16.3% | -12.9% | +29.3% | +17.6% |
| 3M | -12.4% | -6.7% | -5.6% | -12.1% |
| 6M | -18.7% | +19.0% | -37.7% | -20.5% |
| YTD | -33.1% | +25.5% | -58.6% | -34.8% |
| 1Y | -41.3% | +5.5% | -46.9% | -42.8% |
| All | -41.3% | +7.3% | -48.6% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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