+151.2%
ADI vs SUI
+17.9%
+133.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.1% |
| 7D | +0.7% | -2.4% | +3.1% | +1.0% |
| 30D | +0.7% | +3.3% | -2.6% | 0.0% |
| 3M | +6.5% | +0.7% | +5.8% | +6.2% |
| 6M | -2.7% | -4.1% | +1.5% | -2.3% |
| YTD | +52.2% | -1.8% | +54.0% | +51.5% |
| 1Y | +77.5% | -4.1% | +81.5% | +77.8% |
| All | +151.2% | +17.9% | +133.2% | +129.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling