-95.5%
ADVB vs SUI
-3.2%
-92.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.7% | -0.7% | +43.4% | +42.6% |
| 7D | +74.2% | -3.8% | +78.0% | +73.6% |
| 30D | -35.9% | +3.9% | -39.8% | -36.2% |
| 3M | -56.4% | +0.2% | -56.7% | -56.2% |
| 6M | -36.7% | -4.2% | -32.5% | -35.6% |
| YTD | -43.3% | -2.5% | -40.8% | -43.5% |
| 1Y | -63.4% | -4.0% | -59.4% | -63.1% |
| All | -95.5% | -3.2% | -92.2% | -95.8% |
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