+3,435.9%
ALNY vs WY
+109.8%
+3,326.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.4% | -2.9% |
| 7D | -6.4% | -3.7% | -2.7% | -4.9% |
| 30D | +11.9% | -11.3% | +23.2% | +17.8% |
| 3M | -15.0% | -8.1% | -6.9% | -11.8% |
| 6M | -23.2% | -7.4% | -15.8% | -20.8% |
| YTD | -37.8% | -4.7% | -33.1% | -36.9% |
| 1Y | -47.3% | -9.2% | -38.1% | -45.8% |
| 3Y | +22.9% | -24.7% | +47.6% | +33.8% |
| 5Y | +30.6% | -21.6% | +52.1% | +36.9% |
| 10Y | +254.6% | +6.7% | +248.0% | +179.1% |
| All | +3,435.9% | +109.8% | +3,326.0% | +1,671.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling