+1,767.1%
ASML vs ALNY
+256.2%
+1,510.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.9% |
| 7D | +2.8% | -3.5% | +6.3% | +3.3% |
| 30D | -0.2% | +18.9% | -19.1% | -2.6% |
| 3M | -2.6% | -13.3% | +10.7% | -2.0% |
| 6M | +27.9% | -20.3% | +48.1% | +30.0% |
| YTD | +62.4% | -35.1% | +97.6% | +69.9% |
| 1Y | +116.2% | -46.5% | +162.7% | +132.2% |
| 3Y | +182.4% | +28.1% | +154.3% | +158.6% |
| 5Y | +112.4% | +36.1% | +76.3% | +87.2% |
| 10Y | +1,767.1% | +269.7% | +1,497.4% | +1,368.5% |
| All | +1,767.1% | +256.2% | +1,510.9% | +1,368.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 10y: compounded portfolio wealth divided by compounded ALNY 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…
10y analysis · Full analysis span regression · 6 months rolling