+3,701.6%
ALNY vs WM
+1,257.3%
+2,444.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.3% |
| 7D | +12.2% | -0.3% | +12.5% | +12.4% |
| 30D | +16.3% | -2.4% | +18.7% | +17.8% |
| 3M | -12.4% | +0.4% | -12.8% | -12.1% |
| 6M | -18.7% | -9.5% | -9.2% | -13.8% |
| YTD | -33.1% | +0.5% | -33.6% | -33.3% |
| 1Y | -41.3% | -1.1% | -40.2% | -41.2% |
| 3Y | +32.3% | +46.0% | -13.8% | +3.4% |
| 5Y | +34.8% | +51.8% | -17.0% | +0.7% |
| 10Y | +284.7% | +307.5% | -22.8% | +39.9% |
| All | +3,701.6% | +1,257.3% | +2,444.2% | +614.7% |
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