+313.7%
ADP vs SUI
+118.5%
+195.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | +1.1% | +3.0% | -1.9% | -0.2% |
| 30D | +11.5% | +5.6% | +6.0% | +8.9% |
| 3M | +12.0% | +0.9% | +11.1% | +11.5% |
| 6M | +43.8% | -2.6% | +46.4% | +45.2% |
| YTD | +20.1% | -0.1% | +20.2% | +19.5% |
| 1Y | +22.3% | -1.4% | +23.7% | +22.4% |
| 3Y | +43.3% | +19.8% | +23.5% | +28.1% |
| 5Y | +47.3% | -25.8% | +73.1% | +62.4% |
| 10Y | +313.7% | +118.1% | +195.6% | +210.4% |
| All | +313.7% | +118.5% | +195.2% | +210.4% |
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 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