+223.3%
HOOD vs ALNY
+36.6%
+186.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.1% | -0.8% |
| 7D | -7.8% | -6.5% | -1.3% | -5.6% |
| 30D | +18.6% | +11.0% | +7.6% | +14.2% |
| 3M | +22.1% | -14.1% | +36.1% | +25.4% |
| 6M | +43.1% | -22.4% | +65.4% | +52.2% |
| YTD | -0.5% | -37.5% | +37.0% | +14.1% |
| 1Y | -4.4% | -46.9% | +42.5% | +16.0% |
| 3Y | +938.5% | +22.1% | +916.4% | +797.0% |
| 5Y | +173.4% | +31.2% | +142.2% | +115.4% |
| All | +223.3% | +36.6% | +186.7% | +167.2% |
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