+3,452.6%
ALNY vs SU
+870.8%
+2,581.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -6.5% | +2.2% | -8.8% | -7.0% |
| 30D | +11.0% | +8.4% | +2.6% | +8.9% |
| 3M | -14.1% | +12.1% | -26.2% | -16.8% |
| 6M | -22.4% | +19.7% | -42.1% | -26.4% |
| YTD | -37.5% | +58.4% | -95.9% | -44.6% |
| 1Y | -46.9% | +67.2% | -114.2% | -53.7% |
| 3Y | +22.1% | +125.0% | -103.0% | -2.8% |
| 5Y | +31.2% | +355.1% | -323.9% | -17.4% |
| 10Y | +256.3% | +263.7% | -7.3% | +114.0% |
| All | +3,452.6% | +870.8% | +2,581.8% | +2,240.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling