+1,003.0%
BE vs ALNY
+141.6%
+861.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.6% |
| 7D | +9.0% | -6.5% | +15.6% | +10.8% |
| 30D | +16.3% | +11.0% | +5.2% | +13.0% |
| 3M | +10.8% | -14.1% | +24.9% | +10.8% |
| 6M | +73.2% | -22.4% | +95.6% | +78.6% |
| YTD | +217.4% | -37.5% | +254.8% | +247.0% |
| 1Y | +309.8% | -46.9% | +356.7% | +371.6% |
| 3Y | +1,726.2% | +22.1% | +1,704.1% | +1,418.0% |
| 5Y | +1,306.2% | +31.2% | +1,275.0% | +972.4% |
| All | +1,003.0% | +141.6% | +861.4% | +563.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling