+29.1%
ALNY vs SUI
+12.1%
+17.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.5% |
| 7D | +5.7% | -3.1% | +8.8% | +7.3% |
| 30D | +18.7% | -2.3% | +21.0% | +20.0% |
| 3M | -11.0% | -2.8% | -8.2% | -9.3% |
| 6M | -18.9% | -12.4% | -6.5% | -13.6% |
| YTD | -34.6% | -3.3% | -31.3% | -33.4% |
| 1Y | -42.8% | -5.8% | -37.0% | -41.2% |
| 3Y | +29.1% | +12.5% | +16.6% | +19.4% |
| All | +29.1% | +12.1% | +17.1% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling