+22.1%
ALNY vs WY
-24.8%
+46.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -6.5% | -4.2% | -2.4% | -5.6% |
| 30D | +11.0% | -10.1% | +21.1% | +13.8% |
| 3M | -14.1% | -8.5% | -5.6% | -12.0% |
| 6M | -22.4% | -3.3% | -19.1% | -21.3% |
| YTD | -37.5% | -4.4% | -33.1% | -36.6% |
| 1Y | -46.9% | -11.5% | -35.4% | -45.1% |
| 3Y | +22.1% | -24.3% | +46.4% | +21.3% |
| All | +22.1% | -24.8% | +46.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling