+1,728.5%
ALNY vs WU
-22.3%
+1,750.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.5% |
| 7D | -3.5% | -4.9% | +1.4% | -1.6% |
| 30D | +18.9% | -1.3% | +20.2% | +19.5% |
| 3M | -13.3% | -3.6% | -9.8% | -13.0% |
| 6M | -20.3% | -24.3% | +4.1% | -12.4% |
| YTD | -35.1% | -21.1% | -14.0% | -30.2% |
| 1Y | -46.5% | -10.3% | -36.2% | -45.8% |
| 3Y | +28.1% | -28.4% | +56.4% | +37.2% |
| 5Y | +36.1% | -51.2% | +87.3% | +66.8% |
| 10Y | +269.7% | -39.6% | +309.3% | +276.4% |
| All | +1,728.5% | -22.3% | +1,750.8% | +1,411.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling