+217.8%
INTU vs ALNY
+260.0%
-42.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | -3.3% | -6.5% | +3.2% | -2.5% |
| 30D | -3.9% | +11.0% | -15.0% | -5.4% |
| 3M | +16.6% | -14.1% | +30.7% | +18.1% |
| 6M | -26.4% | -22.4% | -4.0% | -24.7% |
| YTD | -51.0% | -37.5% | -13.5% | -48.5% |
| 1Y | -50.8% | -46.9% | -3.8% | -47.2% |
| 3Y | -40.1% | +22.1% | -62.1% | -44.4% |
| 5Y | -41.2% | +31.2% | -72.4% | -47.6% |
| All | +217.8% | +260.0% | -42.2% | +155.7% |
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