-62.0%
ALNY vs SU
+88.1%
-150.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.3% | +0.2% |
| 7D | -30.7% | -7.1% | -23.6% | -31.3% |
| 30D | -26.7% | +4.8% | -31.5% | -26.0% |
| 3M | -26.4% | +12.5% | -38.9% | -25.1% |
| 6M | -45.9% | +6.5% | -52.4% | -44.9% |
| YTD | -59.5% | +65.8% | -125.3% | -63.8% |
| 1Y | -62.0% | +86.2% | -148.1% | -67.5% |
| All | -62.0% | +88.1% | -150.1% | -67.5% |
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