-28.3%
ADBE vs URI
+5.1%
-33.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.4% |
| 7D | -10.1% | +2.5% | -12.6% | -9.8% |
| 30D | -3.0% | -12.5% | +9.6% | -4.4% |
| 3M | +5.0% | -6.2% | +11.2% | +4.3% |
| 6M | -9.3% | +25.9% | -35.2% | -8.3% |
| YTD | -26.5% | +26.2% | -52.7% | -25.3% |
| 1Y | -28.3% | +5.5% | -33.8% | -26.3% |
| All | -28.3% | +5.1% | -33.4% | -26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling