+6,140.4%
ADBE vs URI
+7,134.6%
-994.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -7.1% |
| 7D | -8.6% | -2.0% | -6.6% | -8.1% |
| 30D | +2.8% | -12.9% | +15.7% | +6.2% |
| 3M | +3.1% | -6.7% | +9.9% | +4.0% |
| 6M | -2.4% | +19.0% | -21.4% | -9.1% |
| YTD | -23.9% | +25.5% | -49.4% | -30.5% |
| 1Y | -22.6% | +5.5% | -28.1% | -26.3% |
| 3Y | -52.7% | +111.3% | -164.0% | -63.4% |
| 5Y | -60.0% | +198.6% | -258.6% | -72.2% |
| 10Y | +157.3% | +1,179.9% | -1,022.6% | +11.4% |
| All | +6,140.4% | +7,134.6% | -994.2% | +1,073.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling