+228.7%
HL vs ALNY
+30.5%
+198.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -4.4% | -6.5% | +2.2% | -3.4% |
| 30D | +9.3% | +11.0% | -1.7% | +7.8% |
| 3M | +32.0% | -14.1% | +46.0% | +33.1% |
| 6M | -6.4% | -22.4% | +16.0% | -4.4% |
| YTD | +3.1% | -37.5% | +40.6% | +8.8% |
| 1Y | +77.6% | -46.9% | +124.5% | +91.6% |
| 3Y | +392.8% | +22.1% | +370.8% | +364.8% |
| All | +228.7% | +30.5% | +198.2% | +197.9% |
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