+1,328.0%
IGV vs ALNY
+3,957.5%
-2,629.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | 0.0% |
| 7D | -5.4% | -6.4% | +1.0% | -4.5% |
| 30D | -2.6% | +11.9% | -14.5% | -4.3% |
| 3M | +10.5% | -15.0% | +25.5% | +11.8% |
| 6M | +18.2% | -23.2% | +41.4% | +20.9% |
| YTD | -4.2% | -37.8% | +33.5% | +0.8% |
| 1Y | -9.8% | -47.3% | +37.4% | -3.0% |
| 3Y | +39.1% | +22.9% | +16.2% | +28.8% |
| 5Y | +21.2% | +30.6% | -9.4% | +8.0% |
| 10Y | +361.5% | +254.6% | +106.9% | +227.8% |
| All | +1,328.0% | +3,957.5% | -2,629.5% | +595.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling