-16.0%
TEAM vs ALNY
+23.4%
-39.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -5.2% | -6.5% | +1.3% | -4.2% |
| 30D | +15.8% | +11.0% | +4.7% | +13.8% |
| 3M | +101.5% | -14.1% | +115.5% | +103.7% |
| 6M | +138.2% | -22.4% | +160.6% | +143.2% |
| YTD | +10.8% | -37.5% | +48.3% | +17.3% |
| 1Y | +1.7% | -46.9% | +48.6% | +10.1% |
| 3Y | -16.0% | +22.1% | -38.1% | -24.8% |
| All | -16.0% | +23.4% | -39.4% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling