+49.6%
ADP vs SUI
+16.8%
+32.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | +7.4% | +8.8% | -1.4% | +4.7% |
| 30D | +17.1% | +8.9% | +8.1% | +14.1% |
| 3M | +14.4% | +2.0% | +12.4% | +13.6% |
| 6M | +47.9% | -0.6% | +48.5% | +47.8% |
| YTD | +22.1% | +1.3% | +20.7% | +21.1% |
| 1Y | +21.8% | +1.3% | +20.5% | +20.8% |
| All | +49.6% | +16.8% | +32.8% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling