+63.6%
SLB vs ALNY
-40.8%
+104.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | +0.8% | +12.2% | -11.4% | +0.9% |
| 30D | +15.8% | +16.3% | -0.5% | +16.0% |
| 3M | -0.3% | -12.4% | +12.0% | +0.2% |
| 6M | +21.3% | -18.7% | +40.0% | +22.3% |
| YTD | +52.3% | -33.1% | +85.4% | +52.1% |
| 1Y | +63.6% | -41.3% | +104.9% | +64.6% |
| All | +63.6% | -40.8% | +104.4% | +64.6% |
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