+132.9%
ADBE vs URI
+1,189.9%
-1,057.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -3.2% | +9.3% | -12.5% | -5.5% |
| 30D | +1.0% | +7.6% | -6.6% | -1.3% |
| 3M | -7.8% | +1.0% | -8.9% | -8.7% |
| 6M | -1.0% | +19.8% | -20.8% | -7.2% |
| YTD | -31.8% | +41.9% | -73.7% | -40.5% |
| 1Y | -29.2% | +33.4% | -62.6% | -37.2% |
| 3Y | -60.1% | +156.0% | -216.1% | -71.9% |
| 5Y | -63.7% | +209.5% | -273.3% | -76.6% |
| All | +132.9% | +1,189.9% | -1,057.0% | +5.6% |
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