-97.3%
ADVB vs SUI
-0.8%
-96.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.1% |
| 7D | -13.9% | +6.2% | -20.1% | -13.5% |
| 30D | -68.1% | +8.6% | -76.7% | -68.4% |
| 3M | -73.4% | +1.0% | -74.4% | -73.1% |
| 6M | -70.8% | -2.6% | -68.2% | -70.1% |
| YTD | -66.1% | -0.1% | -66.0% | -66.1% |
| 1Y | -77.5% | +0.5% | -78.0% | -77.6% |
| All | -97.3% | -0.8% | -96.4% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling