+0.8%
NOW vs ALNY
+38.0%
-37.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -4.1% | -3.5% | -0.6% | -3.5% |
| 30D | +2.9% | +18.9% | -16.0% | -0.2% |
| 3M | +22.6% | -13.3% | +35.9% | +24.2% |
| 6M | +7.5% | -20.3% | +27.8% | +10.0% |
| YTD | -14.4% | -35.1% | +20.7% | -9.4% |
| 1Y | -29.8% | -46.5% | +16.7% | -23.4% |
| 3Y | +9.2% | +28.1% | -18.8% | -1.8% |
| 5Y | +0.8% | +36.1% | -35.3% | -17.0% |
| All | +0.8% | +38.0% | -37.1% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling