+2,771.1%
NOW vs ALNY
+2,157.1%
+614.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.1% |
| 7D | -2.4% | +12.2% | -14.6% | -4.6% |
| 30D | +20.5% | +16.3% | +4.2% | +16.9% |
| 3M | +18.3% | -12.4% | +30.7% | +19.8% |
| 6M | +24.1% | -18.7% | +42.8% | +26.7% |
| YTD | -7.8% | -33.1% | +25.3% | -2.6% |
| 1Y | -21.4% | -41.3% | +19.9% | -15.3% |
| 3Y | +19.5% | +32.3% | -12.7% | +6.5% |
| 5Y | +4.1% | +34.8% | -30.7% | -11.0% |
| 10Y | +826.4% | +284.7% | +541.7% | +490.3% |
| All | +2,771.1% | +2,157.1% | +614.1% | +1,410.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling