+43.4%
SMH vs ALNY
-62.5%
+105.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.5% | -2.7% |
| 7D | -11.2% | -30.7% | +19.5% | -12.2% |
| 30D | -20.4% | -26.7% | +6.3% | -21.1% |
| 3M | -12.4% | -26.4% | +14.0% | -12.8% |
| 6M | -0.5% | -45.9% | +45.4% | -2.3% |
| YTD | +40.0% | -59.5% | +99.5% | +43.2% |
| 1Y | +43.4% | -62.0% | +105.4% | +45.6% |
| All | +43.4% | -62.5% | +105.9% | +45.6% |
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