+236.1%
ALNY vs SU
+267.2%
-31.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -6.5% | +2.2% | -8.8% | -6.7% |
| 30D | +11.0% | +8.4% | +2.6% | +10.3% |
| 3M | -14.1% | +12.1% | -26.2% | -15.1% |
| 6M | -22.4% | +19.7% | -42.1% | -23.9% |
| YTD | -37.5% | +58.4% | -95.9% | -40.3% |
| 1Y | -46.9% | +67.2% | -114.2% | -49.6% |
| 3Y | +22.1% | +125.0% | -103.0% | +12.1% |
| 5Y | +31.2% | +355.1% | -323.9% | +10.3% |
| All | +236.1% | +267.2% | -31.1% | +236.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling