-63.6%
ALNY vs WM
+21.5%
-85.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | +5.8% | +3.2% | +2.6% | +4.9% |
| 30D | -26.5% | +13.0% | -39.5% | -30.5% |
| 3M | -27.3% | +9.2% | -36.6% | -30.0% |
| 6M | -43.4% | +13.6% | -57.0% | -44.3% |
| YTD | -58.5% | +12.4% | -70.9% | -59.3% |
| 1Y | -63.6% | +21.2% | -84.9% | -65.1% |
| All | -63.6% | +21.5% | -85.2% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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