+189.0%
B vs ALNY
+22.8%
+166.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.5% | -2.2% |
| 7D | -5.0% | -6.4% | +1.4% | -4.5% |
| 30D | +8.7% | +11.9% | -3.2% | +7.7% |
| 3M | +17.3% | -15.0% | +32.3% | +17.8% |
| 6M | -5.0% | -23.2% | +18.2% | -3.6% |
| YTD | +1.4% | -37.8% | +39.2% | +4.9% |
| 1Y | +50.5% | -47.3% | +97.8% | +57.9% |
| All | +189.0% | +22.8% | +166.2% | +176.6% |
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