+190.7%
APD vs SUI
+120.9%
+69.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.8% | +1.2% |
| 7D | -1.2% | -2.4% | +1.3% | -0.2% |
| 30D | +11.0% | +3.3% | +7.7% | +9.4% |
| 3M | +2.6% | +0.7% | +1.9% | +2.0% |
| 6M | +4.8% | -4.1% | +9.0% | +6.0% |
| YTD | +31.0% | -1.8% | +32.8% | +30.8% |
| 1Y | +23.4% | -4.1% | +27.4% | +24.5% |
| 3Y | +28.4% | +17.4% | +11.0% | +17.6% |
| 5Y | +15.2% | -27.0% | +42.2% | +25.3% |
| 10Y | +190.7% | +121.2% | +69.5% | +122.9% |
| All | +190.7% | +120.9% | +69.8% | +122.9% |
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