-52.4%
ADBE vs URI
+121.2%
-173.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -6.9% |
| 7D | -8.6% | -2.0% | -6.6% | -8.4% |
| 30D | +2.8% | -12.9% | +15.7% | +4.4% |
| 3M | +3.1% | -6.7% | +9.9% | +3.5% |
| 6M | -2.4% | +19.0% | -21.4% | -6.6% |
| YTD | -23.9% | +25.5% | -49.4% | -28.5% |
| 1Y | -22.6% | +5.5% | -28.1% | -24.2% |
| All | -52.4% | +121.2% | -173.7% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling