-19.9%
NOW vs ALNY
+1.9%
-21.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +0.6% |
| 7D | +0.3% | +5.8% | -5.6% | -0.8% |
| 30D | -27.0% | -26.5% | -0.5% | -22.1% |
| 3M | -19.6% | -27.3% | +7.7% | -14.5% |
| 6M | +17.5% | -43.4% | +60.8% | +27.3% |
| YTD | -33.3% | -58.5% | +25.2% | -25.7% |
| 1Y | -39.8% | -63.6% | +23.8% | -32.3% |
| 3Y | -19.9% | 0.0% | -19.9% | -16.0% |
| All | -19.9% | +1.9% | -21.8% | -16.0% |
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