+91.4%
INCY price history and return analytics
+72.7%
+18.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.7% |
| 7D | -3.7% | -2.0% | -1.7% | -2.6% |
| 30D | +1.8% | -1.4% | +3.2% | +2.6% |
| 3M | +17.0% | +4.7% | +12.2% | +13.7% |
| 6M | +28.4% | +11.4% | +17.0% | +19.5% |
| YTD | +24.8% | +13.1% | +11.8% | +15.3% |
| 1Y | +42.9% | +19.0% | +23.9% | +28.1% |
| All | +91.4% | +72.7% | +18.7% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling