+152.5%
ADBE vs URI
+1,157.2%
-1,004.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.6% |
| 7D | -10.1% | +2.5% | -12.6% | -10.7% |
| 30D | -3.0% | -12.5% | +9.6% | +0.1% |
| 3M | +5.0% | -6.2% | +11.2% | +5.7% |
| 6M | -9.3% | +25.9% | -35.2% | -17.1% |
| YTD | -26.5% | +26.2% | -52.7% | -33.4% |
| 1Y | -28.3% | +5.5% | -33.8% | -31.7% |
| 3Y | -54.1% | +125.0% | -179.1% | -66.2% |
| 5Y | -61.2% | +210.4% | -271.6% | -74.6% |
| 10Y | +152.5% | +1,157.2% | -1,004.7% | +14.9% |
| All | +152.5% | +1,157.2% | -1,004.7% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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