+120.0%
ADBE vs SUI
+118.5%
+1.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.8% |
| 7D | -5.6% | +3.0% | -8.6% | -6.8% |
| 30D | -2.0% | +5.6% | -7.6% | -4.3% |
| 3M | -10.5% | +0.9% | -11.4% | -11.0% |
| 6M | -6.2% | -2.6% | -3.6% | -5.4% |
| YTD | -32.2% | -0.1% | -32.1% | -32.6% |
| 1Y | -27.4% | -1.4% | -26.0% | -27.4% |
| 3Y | -58.9% | +19.8% | -78.7% | -63.5% |
| 5Y | -64.5% | -25.8% | -38.7% | -60.8% |
| 10Y | +120.0% | +118.1% | +1.9% | +59.5% |
| All | +120.0% | +118.5% | +1.5% | +59.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling