+3,701.6%
ALNY vs SUI
+1,072.7%
+2,628.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | +12.2% | -2.8% | +15.1% | +13.7% |
| 30D | +16.3% | -1.2% | +17.5% | +17.0% |
| 3M | -12.4% | -1.7% | -10.6% | -11.4% |
| 6M | -18.7% | -10.5% | -8.2% | -14.4% |
| YTD | -33.1% | -1.8% | -31.2% | -32.6% |
| 1Y | -41.3% | -4.1% | -37.2% | -40.4% |
| 3Y | +32.3% | +11.3% | +21.0% | +23.6% |
| 5Y | +34.8% | -32.1% | +66.9% | +54.7% |
| 10Y | +284.7% | +110.4% | +174.3% | +135.0% |
| All | +3,701.6% | +1,072.7% | +2,628.8% | +817.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling