+195.6%
EQT vs ALNY
+29.9%
+165.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.0% |
| 7D | -1.2% | -6.4% | +5.3% | -0.6% |
| 30D | +1.1% | +11.9% | -10.8% | -0.1% |
| 3M | +4.8% | -15.0% | +19.8% | +5.7% |
| 6M | -10.6% | -23.2% | +12.6% | -9.0% |
| YTD | +3.4% | -37.8% | +41.2% | +7.4% |
| 1Y | +8.7% | -47.3% | +55.9% | +14.7% |
| 3Y | +35.0% | +22.9% | +12.1% | +29.0% |
| All | +195.6% | +29.9% | +165.7% | +171.2% |
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 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