+79.3%
ADI vs SUI
+1.6%
+77.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.4% | -1.3% |
| 7D | -5.1% | +10.0% | -15.2% | -1.7% |
| 30D | -3.1% | +8.4% | -11.5% | -0.3% |
| 3M | +7.1% | +0.7% | +6.5% | +8.2% |
| 6M | +2.9% | -0.9% | +3.8% | +4.7% |
| YTD | +51.1% | +0.6% | +50.5% | +52.9% |
| 1Y | +79.3% | +0.8% | +78.6% | +82.4% |
| All | +79.3% | +1.6% | +77.7% | +82.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling