+36,968.5%
ADI vs SU
+61,690.9%
-24,722.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +1.3% | +1.7% | -0.3% | +1.3% |
| 30D | -6.0% | +9.6% | -15.6% | -6.0% |
| 3M | -7.7% | +11.7% | -19.4% | -7.7% |
| 6M | +14.0% | +21.9% | -7.9% | +13.9% |
| YTD | +34.4% | +58.6% | -24.2% | +34.3% |
| 1Y | +48.0% | +66.5% | -18.6% | +47.8% |
| 3Y | +113.3% | +121.4% | -8.1% | +113.0% |
| 5Y | +131.1% | +355.7% | -224.6% | +130.6% |
| 10Y | +628.7% | +264.2% | +364.5% | +627.1% |
| All | +36,968.5% | +61,690.9% | -24,722.3% | +36,050.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling