+3,043.2%
APD vs SUI
+4,171.7%
-1,128.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.2% |
| 7D | -0.7% | +8.8% | -9.5% | -3.7% |
| 30D | +10.1% | +8.9% | +1.2% | +6.6% |
| 3M | +4.9% | +2.0% | +2.8% | +3.8% |
| 6M | +2.5% | -0.6% | +3.1% | +2.2% |
| YTD | +27.8% | +1.3% | +26.4% | +26.3% |
| 1Y | +32.9% | +1.3% | +31.6% | +31.4% |
| 3Y | +13.4% | +16.3% | -2.9% | +5.2% |
| 5Y | +12.8% | -25.1% | +37.9% | +20.5% |
| 10Y | +194.6% | +121.1% | +73.5% | +107.0% |
| All | +3,043.2% | +4,171.7% | -1,128.5% | +814.3% |
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