+1,726.2%
BE vs ALNY
+23.4%
+1,702.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.7% |
| 7D | +9.0% | -6.5% | +15.6% | +9.1% |
| 30D | +16.3% | +11.0% | +5.2% | +16.2% |
| 3M | +10.8% | -14.1% | +24.9% | +10.5% |
| 6M | +73.2% | -22.4% | +95.6% | +75.5% |
| YTD | +217.4% | -37.5% | +254.8% | +228.0% |
| 1Y | +309.8% | -46.9% | +356.7% | +330.5% |
| 3Y | +1,726.2% | +22.1% | +1,704.1% | +1,518.1% |
| All | +1,726.2% | +23.4% | +1,702.8% | +1,518.1% |
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