+33.2%
ALNY vs WEC
+30.6%
+2.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.9% |
| 7D | -6.4% | -1.3% | -5.2% | -6.1% |
| 30D | +11.9% | -0.4% | +12.3% | +11.9% |
| 3M | -15.0% | -6.8% | -8.2% | -13.4% |
| 6M | -23.2% | -6.4% | -16.8% | -21.9% |
| YTD | -37.8% | +2.5% | -40.2% | -38.2% |
| 1Y | -47.3% | -0.4% | -46.9% | -47.3% |
| 3Y | +22.9% | +38.5% | -15.6% | +12.7% |
| All | +33.2% | +30.6% | +2.6% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling