+789.1%
NOW vs ALNY
+260.0%
+529.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +1.0% |
| 7D | -6.2% | -6.5% | +0.4% | -5.1% |
| 30D | +6.1% | +11.0% | -5.0% | +4.0% |
| 3M | +28.6% | -14.1% | +42.6% | +30.5% |
| 6M | +14.6% | -22.4% | +37.0% | +17.8% |
| YTD | -13.5% | -37.5% | +24.0% | -7.9% |
| 1Y | -29.4% | -46.9% | +17.6% | -22.9% |
| 3Y | +9.4% | +22.1% | -12.7% | -0.5% |
| 5Y | +2.3% | +31.2% | -28.9% | -11.3% |
| All | +789.1% | +260.0% | +529.1% | +565.8% |
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