+3.4%
NU vs ALNY
-40.8%
+44.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | +7.5% | +12.2% | -4.8% | +6.0% |
| 30D | +6.1% | +16.3% | -10.2% | +4.3% |
| 3M | +26.8% | -12.4% | +39.2% | +27.4% |
| 6M | +2.5% | -18.7% | +21.2% | +4.1% |
| YTD | -8.2% | -33.1% | +24.9% | -4.9% |
| 1Y | +3.4% | -41.3% | +44.7% | +8.7% |
| All | +3.4% | -40.8% | +44.2% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling