-77.0%
ADVB vs SUI
+1.6%
-78.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.2% | -9.7% | -1.0% |
| 7D | -29.5% | +10.0% | -39.6% | -24.5% |
| 30D | -66.9% | +8.4% | -75.3% | -65.0% |
| 3M | -73.7% | +0.7% | -74.4% | -72.6% |
| 6M | -64.8% | -0.9% | -63.8% | -62.9% |
| YTD | -64.0% | +0.6% | -64.7% | -62.5% |
| 1Y | -77.0% | +0.8% | -77.7% | -75.6% |
| All | -77.0% | +1.6% | -78.6% | -75.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling