+990.2%
IBKR vs ALNY
+260.0%
+730.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.1% |
| 7D | -1.3% | -6.5% | +5.2% | -0.6% |
| 30D | -0.2% | +11.0% | -11.3% | -1.6% |
| 3M | +3.0% | -14.1% | +17.0% | +3.6% |
| 6M | +33.9% | -22.4% | +56.2% | +36.3% |
| YTD | +42.5% | -37.5% | +80.0% | +48.8% |
| 1Y | +44.9% | -46.9% | +91.8% | +54.1% |
| 3Y | +293.0% | +22.1% | +270.9% | +269.8% |
| 5Y | +497.7% | +31.2% | +466.5% | +439.2% |
| All | +990.2% | +260.0% | +730.2% | +726.6% |
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