+182.3%
APD vs SUI
+115.7%
+66.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.0% |
| 7D | -3.7% | +6.2% | -9.9% | -5.9% |
| 30D | +9.6% | +8.6% | +1.0% | +6.1% |
| 3M | +1.6% | +1.0% | +0.6% | +1.0% |
| 6M | +2.2% | -2.6% | +4.8% | +2.7% |
| YTD | +25.9% | -0.1% | +26.0% | +24.9% |
| 1Y | +20.1% | +0.5% | +19.7% | +19.1% |
| 3Y | +12.4% | +15.3% | -2.9% | +3.9% |
| 5Y | +11.1% | -26.1% | +37.3% | +20.2% |
| All | +182.3% | +115.7% | +66.5% | +123.9% |
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