-6.4%
NU vs ALNY
-47.6%
+41.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.7% |
| 7D | -4.9% | -6.5% | +1.7% | -4.1% |
| 30D | +7.8% | +11.0% | -3.2% | +6.7% |
| 3M | +20.9% | -14.1% | +35.0% | +21.0% |
| 6M | +0.9% | -22.4% | +23.3% | +3.0% |
| YTD | -12.7% | -37.5% | +24.8% | -9.2% |
| 1Y | -6.4% | -46.9% | +40.5% | -0.7% |
| All | -6.4% | -47.6% | +41.2% | -0.7% |
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