-41.3%
ALNY vs WU
-8.3%
-33.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | +12.2% | -0.8% | +13.1% | +12.3% |
| 30D | +16.3% | -1.1% | +17.4% | +16.5% |
| 3M | -12.4% | -3.9% | -8.5% | -11.6% |
| 6M | -18.7% | -20.7% | +2.0% | -17.4% |
| YTD | -33.1% | -18.4% | -14.7% | -32.2% |
| 1Y | -41.3% | -8.1% | -33.3% | -40.5% |
| All | -41.3% | -8.3% | -33.1% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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