+236.1%
ALNY vs WEC
+146.6%
+89.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -6.5% | -0.6% | -6.0% | -6.5% |
| 30D | +11.0% | -2.6% | +13.7% | +11.5% |
| 3M | -14.1% | -6.0% | -8.0% | -13.1% |
| 6M | -22.4% | -5.4% | -17.0% | -21.7% |
| YTD | -37.5% | +2.5% | -39.9% | -37.7% |
| 1Y | -46.9% | -0.7% | -46.2% | -46.9% |
| 3Y | +22.1% | +38.7% | -16.7% | +15.7% |
| 5Y | +31.2% | +31.7% | -0.5% | +25.1% |
| All | +236.1% | +146.6% | +89.5% | +265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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