+33.9%
ALNY vs WU
-51.3%
+85.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | -6.5% | -3.5% | -3.1% | -5.9% |
| 30D | +11.0% | -2.9% | +14.0% | +11.7% |
| 3M | -14.1% | -2.3% | -11.8% | -13.9% |
| 6M | -22.4% | -25.4% | +3.0% | -18.4% |
| YTD | -37.5% | -21.2% | -16.3% | -35.0% |
| 1Y | -46.9% | -8.9% | -38.1% | -46.7% |
| 3Y | +22.1% | -29.0% | +51.0% | +26.5% |
| All | +33.9% | -51.3% | +85.2% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling