+272.1%
C vs ALNY
+28.0%
+244.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | +2.6% | -3.5% | +6.1% | +2.9% |
| 30D | +1.9% | +18.9% | -17.0% | +0.2% |
| 3M | +2.8% | -13.3% | +16.1% | +3.4% |
| 6M | +30.6% | -20.3% | +50.8% | +32.6% |
| YTD | +19.9% | -35.1% | +55.0% | +24.6% |
| 1Y | +44.6% | -46.5% | +91.0% | +53.4% |
| All | +272.1% | +28.0% | +244.1% | +244.8% |
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