+236.1%
ALNY vs SPXU
-99.6%
+335.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | -0.3% |
| 7D | -6.5% | +2.5% | -9.0% | -5.8% |
| 30D | +11.0% | +4.2% | +6.9% | +12.6% |
| 3M | -14.1% | -9.3% | -4.8% | -16.5% |
| 6M | -22.4% | -30.7% | +8.3% | -30.0% |
| YTD | -37.5% | -28.1% | -9.3% | -42.7% |
| 1Y | -46.9% | -35.2% | -11.7% | -52.6% |
| 3Y | +22.1% | -79.9% | +102.0% | -17.0% |
| 5Y | +31.2% | -86.4% | +117.6% | -9.4% |
| All | +236.1% | -99.6% | +335.6% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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