+368.6%
ASX vs ALNY
+1.9%
+366.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.4% | -7.4% | -2.1% |
| 7D | +12.4% | +5.8% | +6.6% | +12.3% |
| 30D | -19.8% | -26.5% | +6.7% | -20.0% |
| 3M | -10.3% | -27.3% | +17.0% | -10.6% |
| 6M | +1.2% | -43.4% | +44.6% | +0.9% |
| YTD | +123.0% | -58.5% | +181.5% | +127.4% |
| 1Y | +145.4% | -63.6% | +209.1% | +153.0% |
| 3Y | +368.6% | 0.0% | +368.6% | +350.1% |
| All | +368.6% | +1.9% | +366.7% | +350.1% |
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