-58.8%
ADBE vs URI
+153.1%
-212.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.0% |
| 7D | +1.6% | +6.7% | -5.1% | +0.9% |
| 30D | +1.0% | +8.9% | -7.9% | 0.0% |
| 3M | -10.1% | +0.5% | -10.7% | -10.4% |
| 6M | +3.0% | +20.7% | -17.7% | -0.4% |
| YTD | -30.5% | +40.0% | -70.6% | -35.3% |
| 1Y | -27.1% | +34.4% | -61.5% | -31.5% |
| 3Y | -58.8% | +149.5% | -208.3% | -63.9% |
| All | -58.8% | +153.1% | -212.0% | -63.9% |
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 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