+3,701.6%
ALNY vs URI
+6,118.2%
-2,416.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.2% |
| 7D | +12.2% | -2.0% | +14.2% | +12.7% |
| 30D | +16.3% | -12.9% | +29.3% | +20.5% |
| 3M | -12.4% | -6.7% | -5.6% | -11.4% |
| 6M | -18.7% | +19.0% | -37.7% | -23.7% |
| YTD | -33.1% | +25.5% | -58.6% | -38.5% |
| 1Y | -41.3% | +5.5% | -46.9% | -43.7% |
| 3Y | +32.3% | +111.3% | -79.0% | +1.3% |
| 5Y | +34.8% | +198.6% | -163.8% | -9.0% |
| 10Y | +284.7% | +1,179.9% | -895.2% | +50.8% |
| All | +3,701.6% | +6,118.2% | -2,416.7% | +644.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling