+49.7%
INCY price history and return analytics
+229.8%
-180.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.1% |
| 7D | -4.2% | -1.1% | -3.1% | -3.4% |
| 30D | +0.6% | -1.0% | +1.6% | +1.3% |
| 3M | +12.6% | +3.2% | +9.5% | +9.8% |
| 6M | +28.3% | +12.5% | +15.8% | +17.1% |
| YTD | +23.0% | +14.1% | +8.9% | +11.2% |
| 1Y | +41.0% | +18.9% | +22.1% | +23.6% |
| 3Y | +88.6% | +74.1% | +14.5% | +23.6% |
| 5Y | +70.8% | +66.9% | +3.9% | +14.4% |
| All | +49.7% | +229.8% | -180.1% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling