+486.8%
ASX vs ALNY
-2.8%
+489.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.4% | -7.4% | -2.5% |
| 7D | +12.4% | +5.8% | +6.6% | +11.9% |
| 30D | -19.8% | -26.5% | +6.7% | -18.3% |
| 3M | -10.3% | -27.3% | +17.0% | -8.7% |
| 6M | +1.2% | -43.4% | +44.6% | +4.2% |
| YTD | +123.0% | -58.5% | +181.5% | +138.2% |
| 1Y | +145.4% | -63.6% | +209.1% | +166.6% |
| 3Y | +368.6% | 0.0% | +368.6% | +329.4% |
| All | +486.8% | -2.8% | +489.6% | +408.5% |
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 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