-87.2%
ADVB vs SUI
-2.5%
-84.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -3.8% | -2.8% | -0.9% | -3.1% |
| 30D | +17.6% | -1.2% | +18.7% | +18.0% |
| 3M | +119.1% | -1.7% | +120.9% | +120.6% |
| 6M | +103.4% | -10.5% | +113.8% | +111.2% |
| YTD | +59.8% | -1.8% | +61.7% | +58.4% |
| 1Y | +8.5% | -4.1% | +12.6% | +7.9% |
| All | -87.2% | -2.5% | -84.7% | -88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling