+579.4%
ADI vs SUI
+115.7%
+463.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.3% |
| 7D | -12.8% | +6.2% | -19.1% | -15.0% |
| 30D | -11.3% | +8.6% | -19.9% | -14.6% |
| 3M | -3.4% | +1.0% | -4.3% | -4.4% |
| 6M | -12.0% | -2.6% | -9.4% | -12.5% |
| YTD | +35.3% | -0.1% | +35.4% | +32.8% |
| 1Y | +58.1% | +0.5% | +57.6% | +54.7% |
| 3Y | +127.4% | +15.3% | +112.1% | +104.4% |
| 5Y | +114.6% | -26.1% | +140.7% | +133.1% |
| All | +579.4% | +115.7% | +463.6% | +415.6% |
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