+318.8%
ADP vs SUI
+120.9%
+197.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +0.9% | -2.4% | +3.4% | +2.0% |
| 30D | +11.9% | +3.3% | +8.6% | +10.3% |
| 3M | +13.7% | +0.7% | +13.1% | +13.3% |
| 6M | +46.8% | -4.1% | +50.9% | +49.2% |
| YTD | +21.8% | -1.8% | +23.6% | +22.1% |
| 1Y | +23.5% | -4.1% | +27.6% | +25.0% |
| 3Y | +44.1% | +17.4% | +26.7% | +29.9% |
| 5Y | +49.9% | -27.0% | +76.9% | +66.4% |
| 10Y | +318.8% | +121.2% | +197.6% | +209.4% |
| All | +318.8% | +120.9% | +197.9% | +209.4% |
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