+141.2%
ADI vs SUI
-32.0%
+173.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.7% |
| 7D | +0.4% | -2.8% | +3.3% | +1.4% |
| 30D | -3.8% | -1.2% | -2.6% | -3.5% |
| 3M | -15.3% | -1.7% | -13.5% | -15.3% |
| 6M | +6.7% | -10.5% | +17.2% | +10.2% |
| YTD | +34.8% | -1.8% | +36.6% | +34.2% |
| 1Y | +49.0% | -4.1% | +53.1% | +49.5% |
| 3Y | +108.1% | +11.3% | +96.8% | +91.6% |
| All | +141.2% | -32.0% | +173.2% | +172.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling