-47.3%
ALNY vs URI
+5.1%
-52.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.9% | -0.2% | -3.7% |
| 7D | -6.4% | -0.5% | -5.9% | -6.4% |
| 30D | +11.9% | -13.4% | +25.3% | +13.3% |
| 3M | -15.0% | -6.2% | -8.8% | -14.8% |
| 6M | -23.2% | +28.0% | -51.2% | -25.7% |
| YTD | -37.8% | +23.0% | -60.7% | -39.7% |
| 1Y | -47.3% | +5.5% | -52.8% | -48.6% |
| All | -47.3% | +5.1% | -52.4% | -48.6% |
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