+2,137.3%
ALNY vs WM
+1,373.0%
+764.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -0.9% | -0.5% | -0.4% | -0.7% |
| 30D | -32.7% | +13.3% | -46.0% | -37.9% |
| 3M | -28.6% | +4.4% | -32.9% | -31.0% |
| 6M | -46.9% | +10.8% | -57.7% | -50.2% |
| YTD | -60.6% | +9.1% | -69.7% | -62.9% |
| 1Y | -64.6% | +19.1% | -83.8% | -68.4% |
| 3Y | -4.8% | +45.7% | -50.5% | -25.8% |
| 5Y | -14.8% | +60.4% | -75.3% | -38.7% |
| 10Y | +260.3% | +328.7% | -68.4% | +26.7% |
| All | +2,137.3% | +1,373.0% | +764.2% | +297.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling