+316.1%
ADP vs SUI
+117.1%
+199.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.5% |
| 7D | +3.2% | +3.4% | -0.2% | +1.7% |
| 30D | +12.8% | +4.6% | +8.2% | +10.6% |
| 3M | +12.3% | +1.6% | +10.7% | +11.4% |
| 6M | +45.4% | -3.5% | +48.9% | +47.4% |
| YTD | +21.4% | -1.0% | +22.4% | +21.3% |
| 1Y | +23.7% | -1.7% | +25.4% | +23.9% |
| 3Y | +43.6% | +18.4% | +25.3% | +29.1% |
| 5Y | +48.7% | -26.3% | +75.1% | +64.5% |
| 10Y | +316.1% | +123.3% | +192.7% | +206.2% |
| All | +316.1% | +117.1% | +199.0% | +206.2% |
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