+1,341.9%
ADUS vs SPY
+857.6%
+484.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -3.2% |
| 7D | -2.6% | +0.1% | -2.7% | -2.9% |
| 30D | +7.1% | -3.3% | +10.4% | +9.4% |
| 3M | +2.3% | -2.4% | +4.7% | +3.7% |
| 6M | +22.9% | +2.6% | +20.4% | +19.9% |
| YTD | +14.0% | +11.2% | +2.8% | +4.5% |
| 1Y | +8.3% | +13.4% | -5.1% | -2.2% |
| 3Y | +48.2% | +79.9% | -31.7% | -5.6% |
| 5Y | +16.2% | +72.2% | -55.9% | -23.9% |
| 10Y | +284.4% | +307.3% | -23.0% | +38.5% |
| All | +1,341.9% | +857.6% | +484.3% | +294.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling