-77.5%
ADVB vs SUI
-0.1%
-77.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +3.2% |
| 7D | -13.9% | +6.2% | -20.1% | -9.8% |
| 30D | -68.1% | +8.6% | -76.7% | -66.3% |
| 3M | -73.4% | +1.0% | -74.4% | -72.3% |
| 6M | -70.8% | -2.6% | -68.2% | -69.5% |
| YTD | -66.1% | -0.1% | -66.0% | -64.8% |
| 1Y | -77.5% | +0.5% | -78.0% | -76.3% |
| All | -77.5% | -0.1% | -77.4% | -76.3% |
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