+1,978.3%
NOW vs ALNY
+1,299.8%
+678.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +0.5% |
| 7D | +0.3% | +5.8% | -5.6% | -0.8% |
| 30D | -27.0% | -26.5% | -0.5% | -21.8% |
| 3M | -19.6% | -27.3% | +7.7% | -14.2% |
| 6M | +17.5% | -43.4% | +60.8% | +29.8% |
| YTD | -33.3% | -58.5% | +25.2% | -22.3% |
| 1Y | -39.8% | -63.6% | +23.8% | -28.3% |
| 3Y | -19.9% | 0.0% | -19.9% | -24.2% |
| 5Y | -26.1% | -3.4% | -22.6% | -31.8% |
| 10Y | +518.7% | +254.6% | +264.1% | +321.8% |
| All | +1,978.3% | +1,299.8% | +678.4% | +1,104.2% |
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