+916.1%
WDC vs ALNY
+30.5%
+885.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.0% |
| 7D | -4.3% | -6.5% | +2.2% | -3.7% |
| 30D | -1.5% | +11.0% | -12.5% | -2.6% |
| 3M | -15.5% | -14.1% | -1.4% | -15.3% |
| 6M | +66.5% | -22.4% | +88.8% | +69.1% |
| YTD | +159.9% | -37.5% | +197.3% | +172.5% |
| 1Y | +366.0% | -46.9% | +412.9% | +400.3% |
| 3Y | +1,285.8% | +22.1% | +1,263.8% | +1,200.1% |
| All | +916.1% | +30.5% | +885.6% | +794.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling