+35.6%
LIN vs ALNY
-8.3%
+43.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.5% |
| 7D | +2.0% | -5.2% | +7.2% | +2.3% |
| 30D | +7.9% | -34.8% | +42.7% | +10.6% |
| 3M | +6.3% | -30.1% | +36.4% | +8.3% |
| 6M | +6.5% | -48.6% | +55.1% | +10.3% |
| YTD | +23.6% | -61.9% | +85.4% | +30.6% |
| 1Y | +25.7% | -65.7% | +91.4% | +33.9% |
| 3Y | +35.6% | -6.3% | +41.9% | +38.2% |
| All | +35.6% | -8.3% | +43.9% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling