+29.3%
V vs ALNY
-62.5%
+91.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.8% |
| 7D | +9.0% | -30.7% | +39.7% | +10.4% |
| 30D | +18.1% | -26.7% | +44.8% | +19.1% |
| 3M | +18.3% | -26.4% | +44.8% | +19.1% |
| 6M | +34.1% | -45.9% | +80.0% | +37.8% |
| YTD | +25.2% | -59.5% | +84.7% | +33.5% |
| 1Y | +29.3% | -62.0% | +91.3% | +39.2% |
| All | +29.3% | -62.5% | +91.8% | +39.2% |
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