+447.1%
ASX vs ALNY
+30.0%
+417.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -2.9% |
| 7D | +6.5% | -6.4% | +12.9% | +7.0% |
| 30D | +3.1% | +11.9% | -8.8% | +2.1% |
| 3M | +17.4% | -15.0% | +32.4% | +17.8% |
| 6M | +85.4% | -23.2% | +108.7% | +88.2% |
| YTD | +150.1% | -37.8% | +187.8% | +159.9% |
| 1Y | +256.3% | -47.3% | +303.6% | +277.5% |
| 3Y | +446.9% | +22.9% | +424.0% | +405.7% |
| 5Y | +447.1% | +30.6% | +416.5% | +365.2% |
| All | +447.1% | +30.0% | +417.1% | +365.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling