+8,609.8%
WDC vs ALNY
+4,129.5%
+4,480.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | +7.5% | -3.5% | +11.0% | +8.1% |
| 30D | +10.1% | +18.9% | -8.8% | +6.8% |
| 3M | -6.8% | -13.3% | +6.5% | -6.7% |
| 6M | +84.1% | -20.3% | +104.4% | +86.5% |
| YTD | +180.3% | -35.1% | +215.4% | +193.4% |
| 1Y | +411.1% | -46.5% | +457.6% | +451.8% |
| 3Y | +1,375.0% | +28.1% | +1,346.9% | +1,236.1% |
| 5Y | +991.6% | +36.1% | +955.5% | +839.9% |
| 10Y | +1,309.1% | +269.7% | +1,039.4% | +806.2% |
| All | +8,609.8% | +4,129.5% | +4,480.3% | +3,026.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling