-47.3%
ALNY vs SUI
-8.4%
-38.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.6% |
| 7D | -6.4% | -4.1% | -2.3% | -4.7% |
| 30D | +11.9% | -3.2% | +15.0% | +13.5% |
| 3M | -15.0% | -8.4% | -6.6% | -11.1% |
| 6M | -23.2% | -14.4% | -8.9% | -19.1% |
| YTD | -37.8% | -5.5% | -32.2% | -35.0% |
| 1Y | -47.3% | -7.3% | -39.9% | -43.6% |
| All | -47.3% | -8.4% | -38.9% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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