+193.1%
APD vs SUI
+123.0%
+70.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +3.8% | -1.5% | +5.3% | +4.4% |
| 30D | +8.2% | +3.7% | +4.5% | +6.5% |
| 3M | +4.3% | -0.4% | +4.7% | +4.1% |
| 6M | +4.7% | -2.8% | +7.5% | +5.3% |
| YTD | +31.5% | -1.6% | +33.2% | +31.3% |
| 1Y | +23.5% | -2.1% | +25.6% | +23.6% |
| 3Y | +29.1% | +18.5% | +10.6% | +17.9% |
| 5Y | +15.9% | -26.5% | +42.4% | +25.7% |
| All | +193.1% | +123.0% | +70.1% | +124.6% |
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