+476.3%
ASX vs ALNY
+28.0%
+448.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.5% |
| 7D | +11.1% | -3.5% | +14.6% | +11.1% |
| 30D | +9.6% | +18.9% | -9.3% | +9.5% |
| 3M | +18.6% | -13.3% | +32.0% | +18.9% |
| 6M | +92.1% | -20.3% | +112.4% | +93.6% |
| YTD | +158.5% | -35.1% | +193.6% | +164.4% |
| 1Y | +271.9% | -46.5% | +318.4% | +286.3% |
| All | +476.3% | +28.0% | +448.3% | +445.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling