+236.1%
ALNY vs UUUU
+465.5%
-229.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.9% |
| 7D | -6.5% | -10.5% | +4.0% | -5.6% |
| 30D | +11.0% | -10.5% | +21.5% | +12.1% |
| 3M | -14.1% | -14.1% | +0.1% | -13.4% |
| 6M | -22.4% | -35.5% | +13.1% | -20.3% |
| YTD | -37.5% | -10.9% | -26.5% | -38.6% |
| 1Y | -46.9% | +3.4% | -50.3% | -49.5% |
| 3Y | +22.1% | +73.1% | -51.1% | +5.0% |
| 5Y | +31.2% | +87.1% | -55.9% | +8.0% |
| All | +236.1% | +465.5% | -229.4% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling