+953.3%
ASX vs ALNY
+260.0%
+693.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | +5.2% | -6.5% | +11.8% | +5.9% |
| 30D | +0.5% | +11.0% | -10.6% | -0.6% |
| 3M | +8.3% | -14.1% | +22.4% | +8.7% |
| 6M | +82.0% | -22.4% | +104.4% | +84.4% |
| YTD | +147.6% | -37.5% | +185.1% | +156.3% |
| 1Y | +258.8% | -46.9% | +305.8% | +277.7% |
| 3Y | +452.1% | +22.1% | +430.0% | +417.6% |
| 5Y | +441.7% | +31.2% | +410.5% | +391.5% |
| All | +953.3% | +260.0% | +693.3% | +783.8% |
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