+393.3%
ADUS vs SPY
+312.5%
+80.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +0.9% | -0.4% | +1.3% | +1.2% |
| 30D | -0.1% | -1.4% | +1.3% | +0.9% |
| 3M | +28.6% | +3.7% | +24.9% | +24.9% |
| 6M | +15.9% | +13.0% | +2.9% | +5.2% |
| YTD | +11.0% | +12.4% | -1.4% | +0.9% |
| 1Y | +5.5% | +18.5% | -13.1% | -7.9% |
| 3Y | +41.3% | +77.6% | -36.3% | -11.4% |
| 5Y | +35.6% | +81.7% | -46.1% | -16.7% |
| 10Y | +393.3% | +319.7% | +73.6% | +42.4% |
| All | +393.3% | +312.5% | +80.8% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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