+126.6%
ADM vs SUI
+123.0%
+3.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.4% |
| 7D | +4.2% | -1.5% | +5.7% | +4.7% |
| 30D | -12.8% | +3.7% | -16.6% | -13.9% |
| 3M | -8.5% | -0.4% | -8.1% | -8.6% |
| 6M | -10.9% | -2.8% | -8.1% | -10.6% |
| YTD | +29.4% | -1.6% | +31.0% | +29.0% |
| 1Y | +27.5% | -2.1% | +29.6% | +27.3% |
| 3Y | +10.3% | +18.5% | -8.1% | +2.1% |
| 5Y | +27.4% | -26.5% | +53.9% | +35.5% |
| All | +126.6% | +123.0% | +3.7% | +84.0% |
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