+651.5%
ADI vs SU
+267.2%
+384.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +4.6% | +2.2% | +2.3% | +3.9% |
| 30D | -1.2% | +8.4% | -9.6% | -3.5% |
| 3M | -7.8% | +12.1% | -19.9% | -11.2% |
| 6M | +19.3% | +19.7% | -0.3% | +12.1% |
| YTD | +40.9% | +58.4% | -17.5% | +21.8% |
| 1Y | +54.5% | +67.2% | -12.7% | +31.2% |
| 3Y | +123.4% | +125.0% | -1.6% | +72.2% |
| 5Y | +142.3% | +355.1% | -212.8% | +46.4% |
| All | +651.5% | +267.2% | +384.3% | +384.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling