+22.1%
ALNY vs YUM
+17.9%
+4.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | -6.5% | -6.1% | -0.5% | -5.9% |
| 30D | +11.0% | -5.8% | +16.9% | +11.8% |
| 3M | -14.1% | -7.6% | -6.4% | -13.4% |
| 6M | -22.4% | -9.1% | -13.2% | -21.6% |
| YTD | -37.5% | -5.5% | -31.9% | -37.4% |
| 1Y | -46.9% | -3.7% | -43.2% | -47.1% |
| 3Y | +22.1% | +17.8% | +4.3% | +11.4% |
| All | +22.1% | +17.9% | +4.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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