-41.3%
ALNY vs SU
+71.8%
-113.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.5% |
| 7D | +12.2% | +3.6% | +8.7% | +12.6% |
| 30D | +16.3% | +7.9% | +8.5% | +17.1% |
| 3M | -12.4% | +3.5% | -15.9% | -12.2% |
| 6M | -18.7% | +19.0% | -37.7% | -20.6% |
| YTD | -33.1% | +55.0% | -88.0% | -37.8% |
| 1Y | -41.3% | +71.2% | -112.5% | -46.2% |
| All | -41.3% | +71.8% | -113.2% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling