-78.6%
ADVB vs SUI
+1.3%
-79.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.7% | -10.2% | -9.0% |
| 7D | -28.0% | +8.8% | -36.8% | -23.4% |
| 30D | -70.2% | +8.9% | -79.2% | -68.3% |
| 3M | -76.1% | +2.0% | -78.1% | -74.8% |
| 6M | -72.3% | -0.6% | -71.7% | -70.7% |
| YTD | -67.5% | +1.3% | -68.8% | -65.9% |
| 1Y | -78.6% | +1.3% | -79.8% | -77.1% |
| All | -78.6% | +1.3% | -79.9% | -77.1% |
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