+193.5%
APTV vs SUI
+463.8%
-270.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +4.8% | -2.8% | +7.6% | +6.3% |
| 30D | +2.0% | -1.2% | +3.2% | +2.5% |
| 3M | -34.2% | -1.7% | -32.5% | -34.0% |
| 6M | -34.7% | -10.5% | -24.2% | -31.5% |
| YTD | -37.0% | -1.8% | -35.1% | -37.1% |
| 1Y | -40.4% | -4.1% | -36.3% | -40.0% |
| 3Y | -54.1% | +11.3% | -65.4% | -58.1% |
| 5Y | -68.0% | -32.1% | -35.9% | -62.8% |
| 10Y | -15.5% | +110.4% | -126.0% | -36.7% |
| All | +193.5% | +463.8% | -270.3% | +43.1% |
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