+98.3%
USB vs ALNY
+32.5%
+65.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +1.4% | +12.2% | -10.8% | +0.3% |
| 30D | -1.3% | +16.3% | -17.7% | -2.9% |
| 3M | +15.2% | -12.4% | +27.6% | +16.0% |
| 6M | +18.8% | -18.7% | +37.5% | +20.5% |
| YTD | +21.0% | -33.1% | +54.1% | +25.2% |
| 1Y | +34.0% | -41.3% | +75.3% | +40.4% |
| All | +98.3% | +32.5% | +65.8% | +78.8% |
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