+46.4%
UBER vs ALNY
+23.4%
+23.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -5.4% | -6.5% | +1.2% | -4.6% |
| 30D | -4.9% | +11.0% | -15.9% | -6.2% |
| 3M | +3.0% | -14.1% | +17.1% | +4.2% |
| 6M | -4.4% | -22.4% | +18.0% | -2.2% |
| YTD | -12.3% | -37.5% | +25.2% | -7.8% |
| 1Y | -24.3% | -46.9% | +22.6% | -18.8% |
| 3Y | +46.4% | +22.1% | +24.4% | +37.4% |
| All | +46.4% | +23.4% | +23.1% | +37.4% |
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